Pinnacle Wealth Planning Services
AZZ icon

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
Q3 		$235K Buy
1,745
+9
+0.5% +$1.29K 0.02% 449
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Pinnacle Wealth Planning Services's AZZ Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its AZZ Inc (AZZ) stake by 0.52% in Q3 2026, buying an estimated $1.29K and bringing the position to 1,745 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #449.

Pinnacle Wealth Planning Services first reported a position in AZZ in Q4 2020 and has held it in 5 quarters since. The position peaked at $269K in Q2 2026. 291 funds tracked by Wall St. Rank hold AZZ as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,745 shares of AZZ Inc worth $235K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 9 AZZ Inc shares in Q3 2026, an estimated $1.29K.
  • AZZ Inc made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #449 holding.
  • Pinnacle Wealth Planning Services first reported a position in AZZ Inc in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's AZZ Inc position peaked at $269K in Q2 2026.
  • 291 funds tracked by Wall St. Rank held AZZ Inc as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.