IWC
AZEK

Integrated Wealth Concepts’s The AZEK Co AZEK Stock Holding History

Integrated Wealth Concepts’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
-18,724
Closed -$1.02M – 1983
2025
Q2 		$1.02M Buy
18,724
+10,910
+140% +$547K 0.01% 905
2025
Q1 		$382K Sell
7,814
-357
-4% -$16.9K ﹤0.01% 1277
2024
Q4 		$388K Buy
8,171
+379
+5% +$18.1K ﹤0.01% 1239
2024
Q3 		$365K Sell
7,792
-730
-9% -$31.3K ﹤0.01% 1227
2024
Q2 		$359K Buy
8,522
+121
+1% +$5.6K ﹤0.01% 1214
2024
Q1 		$422K Sell
8,401
-877
-9% -$38.2K 0.01% 1133
2023
Q4 		$355K Buy
9,278
+103
+1% +$3.21K 0.01% 1172
2023
Q3 		$273K Sell
9,175
-250
-3% -$7.86K ﹤0.01% 1276
2023
Q2 		$285K Buy
+9,425
New +$244K ﹤0.01% 1249

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

Integrated Wealth Concepts's AZEK Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 18,724 shares — an estimated $1.02M sold.

Integrated Wealth Concepts first reported a position in AZEK in Q2 2023 and held it in 9 quarters. The position peaked at $1.02M in Q2 2025. 2 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

  • Integrated Wealth Concepts reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 18,724 The AZEK Co shares in Q3 2025, an estimated $1.02M.
  • Integrated Wealth Concepts first reported a position in The AZEK Co in Q2 2023 and held it in 9 quarters.
  • Integrated Wealth Concepts's The AZEK Co position peaked at $1.02M in Q2 2025.
  • 2 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.