Intrinsic Edge Capital Management’s AZZ Inc AZZ Stock Holding History

Intrinsic Edge Capital Management’s Portfolio AZZ Stock Details AZZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-104,500	Closed	-$11.2M	–	114
2025 Q4	$11.2M	Buy	+104,500	New	+$10.8M	2%	14
2025 Q1	–	Sell	-91,557	Closed	-$7.5M	–	68
2024 Q4	$7.5M	Buy	+91,557	New	+$7.75M	0.91%	39
2024 Q3	–	Sell	-19,017	Closed	-$1.47M	–	111
2024 Q2	$1.47M	Sell	19,017 -22,188	-54%	-$1.73M	0.13%	130
2024 Q1	$3.19M	Buy	41,205 +21,205	+106%	+$1.43M	0.25%	102
2023 Q4	$1.16M	Buy	+20,000	New	+$984K	0.12%	98
2019 Q4	–	Sell	-6,285	Closed	-$274K	–	136
2019 Q3	$274K	Buy	+6,285	New	+$275K	0.03%	144

Other funds holding AZZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Intrinsic Edge Capital Management's AZZ Position: Q1 2026 in Review

Intrinsic Edge Capital Management sold out of AZZ Inc (AZZ) in Q1 2026, closing a stake of 104,500 shares — an estimated $11.2M sold.

Intrinsic Edge Capital Management first reported a position in AZZ in Q3 2019 and held it in 6 quarters. The position peaked at $11.2M in Q4 2025. 336 funds tracked by Wall St. Rank hold AZZ as of Q1 2026.

Intrinsic Edge Capital Management reported no remaining AZZ Inc position as of Q1 2026 after selling out during the quarter.
Intrinsic Edge Capital Management sold 104,500 AZZ Inc shares in Q1 2026, an estimated $11.2M.
Intrinsic Edge Capital Management first reported a position in AZZ Inc in Q3 2019 and held it in 6 quarters.
Intrinsic Edge Capital Management's AZZ Inc position peaked at $11.2M in Q4 2025.
336 funds tracked by Wall St. Rank held AZZ Inc as of Q1 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q1 2026, filed 18 May 2026.