GI
AZEK

Gradient Investments’s The AZEK Co AZEK Stock Holding History

Gradient Investments’s Portfolio AZEK Stock Details AZEK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-496,802
Closed -$27M – 374
2025
Q2 		$27M Sell
496,802
-4,142
-0.8% -$208K 0.49% 68
2025
Q1 		$24.5M Buy
500,944
+90,711
+22% +$4.3M 0.49% 70
2024
Q4 		$19.5M Buy
410,233
+366,352
+835% +$17.5M 0.39% 75
2024
Q3 		$2.05M Sell
43,881
-51,178
-54% -$2.19M 0.04% 162
2024
Q2 		$4M Sell
95,059
-9,453
-9% -$438K 0.09% 157
2024
Q1 		$5.25M Sell
104,512
-29,086
-22% -$1.27M 0.12% 134
2023
Q4 		$5.11M Buy
133,598
+133,498
+133,498% +$4.16M 0.12% 135
2023
Q3 		$2.97K Hold
100
– – ﹤0.01% 1074
2023
Q2 		$3.03K Sell
100
-560
-85% -$14.5K ﹤0.01% 1059
2023
Q1 		$15.5K Sell
660
-183,760
-100% -$4.35M ﹤0.01% 720
2022
Q4 		$3.75M Sell
184,420
-260,991
-59% -$4.83M 0.12% 147
2022
Q3 		$7.4M Sell
445,411
-62,057
-12% -$1.18M 0.23% 121
2022
Q2 		$8.49M Buy
507,468
+114,589
+29% +$2.35M 0.25% 115
2022
Q1 		$9.76M Buy
392,879
+225,952
+135% +$7.11M 0.25% 113
2021
Q4 		$7.72M Buy
+166,927
New +$6.64M 0.2% 129

Other funds holding AZEK

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Gradient Investments's AZEK Position: Q3 2025 in Review

Gradient Investments sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 496,802 shares — an estimated $27M sold.

Gradient Investments first reported a position in AZEK in Q4 2021 and held it in 15 quarters. The position peaked at $27M in Q2 2025. 2 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

  • Gradient Investments reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
  • Gradient Investments sold 496,802 The AZEK Co shares in Q3 2025, an estimated $27M.
  • Gradient Investments first reported a position in The AZEK Co in Q4 2021 and held it in 15 quarters.
  • Gradient Investments's The AZEK Co position peaked at $27M in Q2 2025.
  • 2 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on Gradient Investments's 13F filing for Q3 2025, filed 6 Oct 2025.