LPL Financial
AZEK

LPL Financial’s The AZEK Co AZEK Stock Holding History

LPL Financial’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
-5,955
Closed -$324K – 5816
2025
Q2 		$324K Sell
5,955
-34,877
-85% -$1.75M ﹤0.01% 4720
2025
Q1 		$2M Buy
40,832
+3,585
+10% +$170K ﹤0.01% 2955
2024
Q4 		$1.77M Buy
37,247
+5,589
+18% +$267K ﹤0.01% 2970
2024
Q3 		$1.48M Buy
31,658
+1,228
+4% +$52.6K ﹤0.01% 3015
2024
Q2 		$1.28M Buy
30,430
+14,846
+95% +$687K ﹤0.01% 3018
2024
Q1 		$783K Buy
15,584
+4,871
+45% +$212K ﹤0.01% 3409
2023
Q4 		$410K Buy
10,713
+812
+8% +$25.3K ﹤0.01% 3819
2023
Q3 		$294K Buy
+9,901
New +$311K ﹤0.01% 3939
2022
Q1 		– Sell
-10,769
Closed -$498K – 4190
2021
Q4 		$498K Buy
10,769
+113
+1% +$4.5K ﹤0.01% 3284
2021
Q3 		$389K Buy
10,656
+654
+7% +$25.5K ﹤0.01% 3435
2021
Q2 		$425K Buy
10,002
+3,306
+49% +$148K ﹤0.01% 3290
2021
Q1 		$282K Buy
6,696
+1,197
+22% +$51.2K ﹤0.01% 3518
2020
Q4 		$211K Buy
+5,499
New +$199K ﹤0.01% 3477

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

LPL Financial's AZEK Position: Q3 2025 in Review

LPL Financial sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 5,955 shares — an estimated $324K sold.

LPL Financial first reported a position in AZEK in Q4 2020 and held it in 13 quarters. The position peaked at $2M in Q1 2025. 2 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

  • LPL Financial reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 5,955 The AZEK Co shares in Q3 2025, an estimated $324K.
  • LPL Financial first reported a position in The AZEK Co in Q4 2020 and held it in 13 quarters.
  • LPL Financial's The AZEK Co position peaked at $2M in Q1 2025.
  • 2 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.