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Measured Wealth Private Client Group’s AZZ Inc AZZ Stock Holding History

Measured Wealth Private Client Group’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 		$934K Sell
6,023
-34
-0.6% -$4.83K 0.23% 68
2026
Q1 		$758K Sell
6,057
-6
-0.1% -$757 0.21% 73
2025
Q4 		$650K Buy
6,063
+1,162
+24% +$120K 0.17% 79
2025
Q3 		$535K Buy
+4,901
New +$544K 0.14% 98

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

Measured Wealth Private Client Group's AZZ Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its AZZ Inc (AZZ) stake by 0.56% in Q2 2026, selling an estimated $4.83K and leaving 6,023 shares worth $934K. The position accounts for 0.23% of the portfolio, ranked #68.

Measured Wealth Private Client Group first reported a position in AZZ in Q3 2025 and has held it in 4 quarters since. 363 funds tracked by Wall St. Rank hold AZZ as of Q2 2026.

  • Measured Wealth Private Client Group held 6,023 shares of AZZ Inc worth $934K as of Q2 2026.
  • Measured Wealth Private Client Group sold 34 AZZ Inc shares in Q2 2026, an estimated $4.83K.
  • AZZ Inc made up 0.23% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #68 holding.
  • Measured Wealth Private Client Group first reported a position in AZZ Inc in Q3 2025 and has held it in 4 quarters since.
  • 363 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.