IEQ Capital’s The AZEK Co AZEK Stock Holding History

IEQ Capital’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	-139,718	Closed	-$7.59M	–	1859
2025 Q2	$7.59M	Buy	139,718 +13,258	+10%	+$664K	0.05%	308
2025 Q1	$6.18M	Buy	126,460 +16,325	+15%	+$773K	0.05%	289
2024 Q4	$5.23M	Buy	110,135 +135	+0.1%	+$6.45K	0.05%	261
2024 Q3	$5.15M	Sell	110,000 -271	-0.2%	-$11.6K	0.06%	193
2024 Q2	$4.65M	Buy	110,271 +271	+0.2%	+$12.5K	0.06%	198
2024 Q1	$5.52M	Hold	110,000	–	–	0.08%	160
2023 Q4	$4.21M	Buy	+110,000	New	+$3.43M	0.07%	183

Other funds holding AZEK

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

IEQ Capital's AZEK Position: Q3 2025 in Review

IEQ Capital sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 139,718 shares — an estimated $7.59M sold.

IEQ Capital first reported a position in AZEK in Q4 2023 and held it in 7 quarters. The position peaked at $7.59M in Q2 2025. 2 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

IEQ Capital reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
IEQ Capital sold 139,718 The AZEK Co shares in Q3 2025, an estimated $7.59M.
IEQ Capital first reported a position in The AZEK Co in Q4 2023 and held it in 7 quarters.
IEQ Capital's The AZEK Co position peaked at $7.59M in Q2 2025.
2 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on IEQ Capital's 13F filing for Q3 2025, filed 14 Nov 2025.