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Osterweis Capital Management’s AZZ Inc AZZ Stock Holding History

Osterweis 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 		– Sell
-313
Closed -$33.5K – 235
2025
Q4 		$33.5K Hold
313
– – ﹤0.01% 241
2025
Q3 		$34.2K Hold
313
– – ﹤0.01% 231
2025
Q2 		$29.6K Buy
+313
New +$27.6K ﹤0.01% 247

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 $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osterweis Capital Management's AZZ Position: Q1 2026 in Review

Osterweis Capital Management sold out of AZZ Inc (AZZ) in Q1 2026, closing a stake of 313 shares — an estimated $33.5K sold.

Osterweis Capital Management first reported a position in AZZ in Q2 2025 and held it in 3 quarters. The position peaked at $34.2K in Q3 2025. 337 funds tracked by Wall St. Rank hold AZZ as of Q1 2026.

  • Osterweis Capital Management reported no remaining AZZ Inc position as of Q1 2026 after selling out during the quarter.
  • Osterweis Capital Management sold 313 AZZ Inc shares in Q1 2026, an estimated $33.5K.
  • Osterweis Capital Management first reported a position in AZZ Inc in Q2 2025 and held it in 3 quarters.
  • Osterweis Capital Management's AZZ Inc position peaked at $34.2K in Q3 2025.
  • 337 funds tracked by Wall St. Rank held AZZ Inc as of Q1 2026.

Based on Osterweis Capital Management's 13F filing for Q1 2026, filed 15 May 2026.