Principia Wealth Advisory’s The AZEK Co AZEK Stock Holding History

Principia Wealth Advisory’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 Q3	–	Sell	-214	Closed	-$11.6K	–	972
2025 Q2	$11.6K	Hold	214	–	–	0.01%	158
2025 Q1	$10.1K	Sell	214 -707	-77%	-$33.5K	0.01%	129
2024 Q4	$43.7K	Buy	+921	New	+$44K	0.04%	84

Other funds holding AZEK

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Principia Wealth Advisory's AZEK Position: Q3 2025 in Review

Principia Wealth Advisory sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 214 shares — an estimated $11.6K sold.

Principia Wealth Advisory first reported a position in AZEK in Q4 2024 and held it in 3 quarters. The position peaked at $43.7K in Q4 2024. 2 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

Principia Wealth Advisory reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
Principia Wealth Advisory sold 214 The AZEK Co shares in Q3 2025, an estimated $11.6K.
Principia Wealth Advisory first reported a position in The AZEK Co in Q4 2024 and held it in 3 quarters.
Principia Wealth Advisory's The AZEK Co position peaked at $43.7K in Q4 2024.
2 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on Principia Wealth Advisory's 13F filing for Q3 2025, filed 10 Feb 2026.