OCM
AZZ icon

Orchard Capital Management’s AZZ Inc AZZ Stock Holding History

Orchard Capital Management’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
Q1 		$488K Hold
3,902
– – 0.64% 32
2025
Q4 		$418K Hold
3,902
– – 0.36% 32
2025
Q3 		$426K Hold
3,902
– – 0.56% 32
2025
Q2 		$369K Hold
3,902
– – 0.41% 30
2025
Q1 		$326K Hold
3,902
– – 0.22% 33
2024
Q4 		$320K Hold
3,902
– – 0.13% 44
2024
Q3 		$322K Sell
3,902
-749
-16% -$59.2K 0.11% 46
2024
Q2 		$359K Hold
4,651
– – 0.11% 38
2024
Q1 		$360K Hold
4,651
– – 0.11% 39
2023
Q4 		$270K Hold
4,651
– – 0.08% 39
2023
Q3 		$212K Hold
4,651
– – 0.08% 41
2023
Q2 		$202K Buy
+4,651
New +$179K 0.07% 45
2022
Q4 		– Sell
-5,901
Closed -$215K – 52
2022
Q3 		$215K Hold
5,901
– – 0.08% 42
2022
Q2 		$241K Sell
5,901
-150,518
-96% -$6.76M 0.08% 44
2022
Q1 		$7.55M Buy
156,419
+9,900
+7% +$490K 2.15% 23
2021
Q4 		$8.1M Buy
146,519
+2,700
+2% +$147K 2.38% 19
2021
Q3 		$7.65M Hold
143,819
– – 2.3% 23
2021
Q2 		$7.45M Buy
143,819
+4,434
+3% +$233K 2.15% 24
2021
Q1 		$7.02M Buy
139,385
+13,106
+10% +$663K 2.21% 26
2020
Q4 		$5.99M Buy
+126,279
New +$5.11M 2.55% 21

Other funds holding AZZ

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return