Mount Yale Investment Advisors’s The AZEK Co AZEK Stock Holding History

Mount Yale Investment Advisors’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	-44	Closed	-$2.39K	–	752
2025 Q2	$2.39K	Buy	+44	New	+$2.21K	﹤0.01%	1317
2022 Q1	–	Sell	-7,498	Closed	-$347K	–	465
2021 Q4	$347K	Sell	7,498 -120	-2%	-$4.78K	0.04%	338
2021 Q3	$278K	Buy	7,618 +1,073	+16%	+$41.8K	0.03%	367
2021 Q2	$278K	Sell	6,545 -64	-1%	-$2.87K	0.03%	335
2021 Q1	$278K	Buy	6,609 +843	+15%	+$36.1K	0.04%	330
2020 Q4	$222K	Buy	+5,766	New	+$208K	0.03%	359

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

Mount Yale Investment Advisors's AZEK Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 44 shares — an estimated $2.39K sold.

Mount Yale Investment Advisors first reported a position in AZEK in Q4 2020 and held it in 6 quarters. The position peaked at $347K in Q4 2021. 2 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

Mount Yale Investment Advisors reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 44 The AZEK Co shares in Q3 2025, an estimated $2.39K.
Mount Yale Investment Advisors first reported a position in The AZEK Co in Q4 2020 and held it in 6 quarters.
Mount Yale Investment Advisors's The AZEK Co position peaked at $347K in Q4 2021.
2 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.