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Oliver Luxxe Assets’s AZZ Inc AZZ Stock Holding History

Oliver Luxxe Assets’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 		$1.5M Sell
9,702
-8,434
-47% -$1.2M 0.22% 129
2026
Q1 		$2.27M Sell
18,136
-28
-0.2% -$3.53K 0.34% 115
2025
Q4 		$1.95M Buy
18,164
+96
+0.5% +$9.95K 0.3% 117
2025
Q3 		$1.97M Buy
18,068
+260
+1% +$28.9K 0.31% 113
2025
Q2 		$1.68M Buy
17,808
+280
+2% +$24.7K 0.3% 111
2025
Q1 		$1.47M Buy
+17,528
New +$1.56M 0.27% 123

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

Oliver Luxxe Assets's AZZ Position: Q2 2026 in Review

Oliver Luxxe Assets reduced its AZZ Inc (AZZ) stake by 47% in Q2 2026, selling an estimated $1.2M and leaving 9,702 shares worth $1.5M. The position accounts for 0.22% of the portfolio, ranked #129.

Oliver Luxxe Assets first reported a position in AZZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.27M in Q1 2026. 361 funds tracked by Wall St. Rank hold AZZ as of Q2 2026.

  • Oliver Luxxe Assets held 9,702 shares of AZZ Inc worth $1.5M as of Q2 2026.
  • Oliver Luxxe Assets sold 8,434 AZZ Inc shares in Q2 2026, an estimated $1.2M.
  • AZZ Inc made up 0.22% of Oliver Luxxe Assets's portfolio in Q2 2026, its #129 holding.
  • Oliver Luxxe Assets first reported a position in AZZ Inc in Q1 2025 and has held it in 6 quarters since.
  • Oliver Luxxe Assets's AZZ Inc position peaked at $2.27M in Q1 2026.
  • 361 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.