Private Wealth Management Group’s The AZEK Co AZEK Stock Holding History

Private Wealth Management Group’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	-24	Closed	-$1.3K	–	1488
2025 Q2	$1.3K	Hold	24	–	–	﹤0.01%	1199
2025 Q1	$1.17K	Hold	24	–	–	﹤0.01%	1217
2024 Q4	$1.14K	Hold	24	–	–	﹤0.01%	1262
2024 Q3	$1.12K	Hold	24	–	–	﹤0.01%	1248
2024 Q2	$1.01K	Hold	24	–	–	﹤0.01%	1286
2024 Q1	$1.21K	Hold	24	–	–	﹤0.01%	1190
2023 Q4	$918	Buy	+24	New	+$748	﹤0.01%	1314

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

Private Wealth Management Group's AZEK Position: Q3 2025 in Review

Private Wealth Management Group sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 24 shares — an estimated $1.3K sold.

Private Wealth Management Group first reported a position in AZEK in Q4 2023 and held it in 7 quarters. The position peaked at $1.3K in Q2 2025. 2 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

Private Wealth Management Group reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
Private Wealth Management Group sold 24 The AZEK Co shares in Q3 2025, an estimated $1.3K.
Private Wealth Management Group first reported a position in The AZEK Co in Q4 2023 and held it in 7 quarters.
Private Wealth Management Group's The AZEK Co position peaked at $1.3K in Q2 2025.
2 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on Private Wealth Management Group's 13F filing for Q3 2025, filed 17 Oct 2025.