OWP
AZEK

ORG Wealth Partners’s The AZEK Co AZEK Stock Holding History

ORG Wealth Partners’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
Q1 		– Sell
-628
Closed -$29.8K – 766
2024
Q4 		$29.8K Sell
628
-30
-5% -$1.43K 0.01% 301
2024
Q3 		$30.8K Buy
+658
New +$28.2K 0.01% 289

Other funds holding AZEK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

ORG Wealth Partners's AZEK Position: Q1 2025 in Review

ORG Wealth Partners sold out of The AZEK Co (AZEK) in Q1 2025, closing a stake of 628 shares — an estimated $29.8K sold.

ORG Wealth Partners first reported a position in AZEK in Q3 2024 and held it in 2 quarters. The position peaked at $30.8K in Q3 2024. 383 funds tracked by Wall St. Rank hold AZEK as of Q1 2025.

  • ORG Wealth Partners reported no remaining The AZEK Co position as of Q1 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 628 The AZEK Co shares in Q1 2025, an estimated $29.8K.
  • ORG Wealth Partners first reported a position in The AZEK Co in Q3 2024 and held it in 2 quarters.
  • ORG Wealth Partners's The AZEK Co position peaked at $30.8K in Q3 2024.
  • 383 funds tracked by Wall St. Rank held The AZEK Co as of Q1 2025.

Based on ORG Wealth Partners's 13F filing for Q1 2025, filed 21 Apr 2025.