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Pinnacle Wealth Planning Services’s AZZ Inc AZZ Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$269K Buy
1,736
+14
+0.8% +$1.99K 0.03% 415
2026
Q1 		$215K Buy
1,722
+27
+2% +$3.41K 0.02% 453
2025
Q4 		$182K Buy
+1,695
New +$176K 0.02% 497
2021
Q1 		– Sell
-1,563
Closed -$74K – 494
2020
Q4 		$74K Buy
+1,563
New +$63.3K 0.02% 607

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Pinnacle Wealth Planning Services's AZZ Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its AZZ Inc (AZZ) stake by 0.81% in Q2 2026, buying an estimated $1.99K and bringing the position to 1,736 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #415.

Pinnacle Wealth Planning Services first reported a position in AZZ in Q4 2020 and has held it in 4 quarters since. 363 funds tracked by Wall St. Rank hold AZZ as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,736 shares of AZZ Inc worth $269K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 14 AZZ Inc shares in Q2 2026, an estimated $1.99K.
  • AZZ Inc made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #415 holding.
  • Pinnacle Wealth Planning Services first reported a position in AZZ Inc in Q4 2020 and has held it in 4 quarters since.
  • 363 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.