IA
AZEK

IFP Advisors’s The AZEK Co AZEK Stock Holding History

IFP Advisors’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
Q2 		– Sell
-82
Closed -$4.11K – 2783
2025
Q1 		$4.01K Hold
82
– – ﹤0.01% 2915
2024
Q4 		$3.89K Buy
82
+14
+21% +$669 ﹤0.01% 2893
2024
Q3 		$3.18K Hold
68
– – ﹤0.01% 2800
2024
Q2 		$2.87K Hold
68
– – ﹤0.01% 2738
2024
Q1 		$3.42K Hold
68
– – ﹤0.01% 2560
2023
Q4 		$2.6K Hold
68
– – ﹤0.01% 2612
2023
Q3 		$2.02K Hold
68
– – ﹤0.01% 2834
2023
Q2 		$2.06K Hold
68
– – ﹤0.01% 2870
2023
Q1 		$1.85K Sell
68
-230
-77% -$5.44K ﹤0.01% 2921
2022
Q4 		$8K Sell
298
-494
-62% -$9.14K ﹤0.01% 3489
2022
Q3 		$25K Buy
792
+37
+5% +$704 ﹤0.01% 2887
2022
Q2 		$24K Hold
755
– – ﹤0.01% 2687
2022
Q1 		$24K Buy
755
+537
+246% +$16.9K ﹤0.01% 2687
2021
Q4 		$11K Buy
+218
New +$8.68K ﹤0.01% 2176

Other funds holding AZEK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

IFP Advisors's AZEK Position: Q2 2025 in Review

IFP Advisors sold out of The AZEK Co (AZEK) in Q2 2025, closing a stake of 82 shares — an estimated $4.11K sold.

IFP Advisors first reported a position in AZEK in Q4 2021 and held it in 14 quarters. The position peaked at $25K in Q3 2022. 329 funds tracked by Wall St. Rank hold AZEK as of Q2 2025.

  • IFP Advisors reported no remaining The AZEK Co position as of Q2 2025 after selling out during the quarter.
  • IFP Advisors sold 82 The AZEK Co shares in Q2 2025, an estimated $4.11K.
  • IFP Advisors first reported a position in The AZEK Co in Q4 2021 and held it in 14 quarters.
  • IFP Advisors's The AZEK Co position peaked at $25K in Q3 2022.
  • 329 funds tracked by Wall St. Rank held The AZEK Co as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.