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Lionshead Wealth Management’s AZZ Inc AZZ Stock Holding History

Lionshead Wealth 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
Q2 		$2.17M Hold
14,000
– – 1.41% 22
2026
Q1 		$1.75M Buy
14,000
+7,000
+100% +$883K 1.29% 26
2025
Q4 		$750K Hold
7,000
– – 0.56% 47
2025
Q3 		$764K Hold
7,000
– – 0.61% 44
2025
Q2 		$661K Hold
7,000
– – 0.61% 47
2025
Q1 		$585K Hold
7,000
– – 0.61% 47
2024
Q4 		$573K Buy
+7,000
New +$593K 0.41% 50

Other funds holding AZZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lionshead Wealth Management's AZZ Position: Q2 2026 in Review

Lionshead Wealth Management held its AZZ Inc (AZZ) position steady in Q2 2026 at 14,000 shares worth $2.17M. The position accounts for 1.41% of the portfolio, ranked #22.

Lionshead Wealth Management first reported a position in AZZ in Q4 2024 and has held it in 7 quarters since. 363 funds tracked by Wall St. Rank hold AZZ as of Q2 2026.

  • Lionshead Wealth Management held 14,000 shares of AZZ Inc worth $2.17M as of Q2 2026.
  • Lionshead Wealth Management left its AZZ Inc share count unchanged in Q2 2026.
  • AZZ Inc made up 1.41% of Lionshead Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Lionshead Wealth Management first reported a position in AZZ Inc in Q4 2024 and has held it in 7 quarters since.
  • 363 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.