Massachusetts Financial Services
AZEK

Massachusetts Financial Services’s The AZEK Co AZEK Stock Holding History

Massachusetts Financial Services’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
-409,146
Closed -$22.2M – 862
2025
Q2 		$22.2M Sell
409,146
-5,178,532
-93% -$260M 0.01% 599
2025
Q1 		$273M Sell
5,587,678
-343,820
-6% -$16.3M 0.09% 222
2024
Q4 		$282M Sell
5,931,498
-26,725
-0.4% -$1.28M 0.09% 219
2024
Q3 		$279M Sell
5,958,223
-302,852
-5% -$13M 0.08% 224
2024
Q2 		$264M Sell
6,261,075
-1,116,612
-15% -$51.7M 0.08% 222
2024
Q1 		$371M Sell
7,377,687
-255,006
-3% -$11.1M 0.11% 181
2023
Q4 		$292M Buy
7,632,693
+516,523
+7% +$16.1M 0.09% 204
2023
Q3 		$212M Buy
7,116,170
+1,517
+0% +$47.7K 0.07% 230
2023
Q2 		$216M Buy
7,114,653
+257,499
+4% +$6.66M 0.07% 244
2023
Q1 		$161M Sell
6,857,154
-1,745,511
-20% -$41.3M 0.06% 272
2022
Q4 		$175M Sell
8,602,665
-811,957
-9% -$15M 0.06% 255
2022
Q3 		$156M Buy
9,414,622
+564,872
+6% +$10.7M 0.06% 265
2022
Q2 		$148M Buy
8,849,750
+919,638
+12% +$18.9M 0.05% 293
2022
Q1 		$197M Buy
7,930,112
+1,023,425
+15% +$32.2M 0.06% 271
2021
Q4 		$319M Buy
6,906,687
+1,149,893
+20% +$45.8M 0.09% 202
2021
Q3 		$210M Buy
5,756,794
+1,130,659
+24% +$44M 0.06% 260
2021
Q2 		$196M Buy
4,626,135
+1,184,327
+34% +$53.1M 0.06% 268
2021
Q1 		$145M Buy
3,441,808
+563,618
+20% +$24.1M 0.04% 313
2020
Q4 		$111M Buy
2,878,190
+429,274
+18% +$15.5M 0.04% 352
2020
Q3 		$85.2M Buy
2,448,916
+450,069
+23% +$15.7M 0.03% 356
2020
Q2 		$63.7M Buy
+1,998,847
New +$60.7M 0.03% 385

Other funds holding AZEK

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Massachusetts Financial Services's AZEK Position: Q3 2025 in Review

Massachusetts Financial Services sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 409,146 shares — an estimated $22.2M sold.

Massachusetts Financial Services first reported a position in AZEK in Q2 2020 and held it in 21 quarters. The position peaked at $371M in Q1 2024. 3 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

  • Massachusetts Financial Services reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
  • Massachusetts Financial Services sold 409,146 The AZEK Co shares in Q3 2025, an estimated $22.2M.
  • Massachusetts Financial Services first reported a position in The AZEK Co in Q2 2020 and held it in 21 quarters.
  • Massachusetts Financial Services's The AZEK Co position peaked at $371M in Q1 2024.
  • 3 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on Massachusetts Financial Services's 13F filing for Q3 2025, filed 29 Oct 2025.