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Pension & Wealth Management Advisors’s AZZ Inc AZZ Stock Holding History

Pension & Wealth Management Advisors’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
-70
Closed -$7.5K – 518
2025
Q4 		$7.5K Buy
+70
New +$7.25K ﹤0.01% 429

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 $1.9T AUM 41.92% 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
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

Pension & Wealth Management Advisors's AZZ Position: Q1 2026 in Review

Pension & Wealth Management Advisors sold out of AZZ Inc (AZZ) in Q1 2026, closing a stake of 70 shares — an estimated $7.5K sold.

Pension & Wealth Management Advisors first reported a position in AZZ in Q4 2025 and held it in 1 quarter. The position peaked at $7.5K in Q4 2025. 336 funds tracked by Wall St. Rank hold AZZ as of Q1 2026.

  • Pension & Wealth Management Advisors reported no remaining AZZ Inc position as of Q1 2026 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 70 AZZ Inc shares in Q1 2026, an estimated $7.5K.
  • Pension & Wealth Management Advisors first reported a position in AZZ Inc in Q4 2025 and held it in 1 quarter.
  • Pension & Wealth Management Advisors's AZZ Inc position peaked at $7.5K in Q4 2025.
  • 336 funds tracked by Wall St. Rank held AZZ Inc as of Q1 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q1 2026, filed 7 Aug 2026.