Orion Portfolio Solutions’s The AZEK Co AZEK Stock Holding History

Orion Portfolio Solutions’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	$864K	Buy	17,681 +1,089	+7%	+$51.6K	0.01%	1163
2024 Q4	$788K	Sell	16,592 -4,109	-20%	-$196K	0.01%	1167
2024 Q3	$969K	Buy	20,701 +14,593	+239%	+$625K	0.01%	1052
2024 Q2	$257K	Buy	6,108 +459	+8%	+$21.2K	﹤0.01%	1523
2024 Q1	$284K	Sell	5,649 -322	-5%	-$14K	﹤0.01%	1479
2023 Q4	$221K	Sell	5,971 -3,091	-34%	-$96.4K	﹤0.01%	1533
2023 Q3	$270K	Buy	9,062 +1,049	+13%	+$33K	﹤0.01%	1430
2023 Q2	$243K	Buy	+8,013	New	+$207K	﹤0.01%	1490

Other funds holding AZEK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Orion Portfolio Solutions's AZEK Position: Q1 2025 in Review

Orion Portfolio Solutions increased its The AZEK Co (AZEK) stake by 6.6% in Q1 2025, buying an estimated $51.6K and bringing the position to 17,681 shares worth $864K. The position accounts for 0.01% of the portfolio, ranked #1163.

Orion Portfolio Solutions first reported a position in AZEK in Q2 2023 and has held it in 8 quarters since. The position peaked at $969K in Q3 2024. 383 funds tracked by Wall St. Rank hold AZEK as of Q1 2025.

Orion Portfolio Solutions held 17,681 shares of The AZEK Co worth $864K as of Q1 2025.
Orion Portfolio Solutions bought 1,089 The AZEK Co shares in Q1 2025, an estimated $51.6K.
The AZEK Co made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1163 holding.
Orion Portfolio Solutions first reported a position in The AZEK Co in Q2 2023 and has held it in 8 quarters since.
Orion Portfolio Solutions's The AZEK Co position peaked at $969K in Q3 2024.
383 funds tracked by Wall St. Rank held The AZEK Co as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.