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Oak Harvest Investment Services’s AZZ Inc AZZ Stock Holding History

Oak Harvest Investment Services’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 		$314K Hold
2,025
– – 0.03% 139
2026
Q1 		$253K Hold
2,025
– – 0.03% 153
2025
Q4 		$217K Sell
2,025
-475
-19% -$49.2K 0.02% 160
2025
Q3 		$273K Hold
2,500
– – 0.03% 151
2025
Q2 		$236K Hold
2,500
– – 0.03% 145
2025
Q1 		$209K Hold
2,500
– – 0.03% 133
2024
Q4 		$205K Hold
2,500
– – 0.03% 149
2024
Q3 		$207K Buy
+2,500
New +$198K 0.03% 132

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

Oak Harvest Investment Services's AZZ Position: Q2 2026 in Review

Oak Harvest Investment Services held its AZZ Inc (AZZ) position steady in Q2 2026 at 2,025 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #139.

Oak Harvest Investment Services first reported a position in AZZ in Q3 2024 and has held it in 8 quarters since. 362 funds tracked by Wall St. Rank hold AZZ as of Q2 2026.

  • Oak Harvest Investment Services held 2,025 shares of AZZ Inc worth $314K as of Q2 2026.
  • Oak Harvest Investment Services left its AZZ Inc share count unchanged in Q2 2026.
  • AZZ Inc made up 0.03% of Oak Harvest Investment Services's portfolio in Q2 2026, its #139 holding.
  • Oak Harvest Investment Services first reported a position in AZZ Inc in Q3 2024 and has held it in 8 quarters since.
  • 362 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.