Kestra Advisory Services’s AZZ Inc AZZ Stock Holding History

Kestra Advisory Services’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	-353	Closed	-$37.8K	–	3215
2025 Q4	$37.8K	Buy	+353	New	+$36.6K	﹤0.01%	4139

Other funds holding AZZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kestra Advisory Services's AZZ Position: Q1 2026 in Review

Kestra Advisory Services sold out of AZZ Inc (AZZ) in Q1 2026, closing a stake of 353 shares — an estimated $37.8K sold.

Kestra Advisory Services first reported a position in AZZ in Q4 2025 and held it in 1 quarter. The position peaked at $37.8K in Q4 2025. 337 funds tracked by Wall St. Rank hold AZZ as of Q1 2026.

Kestra Advisory Services reported no remaining AZZ Inc position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 353 AZZ Inc shares in Q1 2026, an estimated $37.8K.
Kestra Advisory Services first reported a position in AZZ Inc in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's AZZ Inc position peaked at $37.8K in Q4 2025.
337 funds tracked by Wall St. Rank held AZZ Inc as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.