Montag & Associates’s The AZEK Co AZEK Stock Holding History

Montag & Associates’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	-21	Closed	-$1.13K	–	1122
2025 Q2	$1.13K	Hold	21	–	–	﹤0.01%	903
2025 Q1	$1.02K	Hold	21	–	–	﹤0.01%	950
2024 Q4	$990	Sell	21 -2	-9%	-$96	﹤0.01%	953
2024 Q3	$1.08K	Sell	23 -5	-18%	-$214	﹤0.01%	972
2024 Q2	$1.18K	Hold	28	–	–	﹤0.01%	917
2024 Q1	$1.41K	Buy	+28	New	+$1.22K	﹤0.01%	895

Other funds holding AZEK

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

Montag & Associates's AZEK Position: Q3 2025 in Review

Montag & Associates sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 21 shares — an estimated $1.13K sold.

Montag & Associates first reported a position in AZEK in Q1 2024 and held it in 6 quarters. The position peaked at $1.41K in Q1 2024. 2 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

Montag & Associates reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
Montag & Associates sold 21 The AZEK Co shares in Q3 2025, an estimated $1.13K.
Montag & Associates first reported a position in The AZEK Co in Q1 2024 and held it in 6 quarters.
Montag & Associates's The AZEK Co position peaked at $1.41K in Q1 2024.
2 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on Montag & Associates's 13F filing for Q3 2025, filed 12 Nov 2025.