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Rise Advisors’s AZZ Inc AZZ Stock Holding History

Rise 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
2025
Q4 		– Sell
-1
Closed -$138 – 231
2025
Q3 		$138 Hold
1
– – ﹤0.01% 1476
2025
Q2 		$119 Hold
1
– – ﹤0.01% 1494
2025
Q1 		$105 Sell
1
-151
-99% -$13.5K ﹤0.01% 1451
2024
Q4 		$12.5K Hold
152
– – 0.01% 918
2024
Q3 		$12.5K Buy
152
+1
+0.7% +$79 0.01% 949
2024
Q2 		$11.7K Hold
151
– – 0.01% 955
2024
Q1 		$11.7K Buy
+151
New +$10.2K 0.01% 1012

Other funds holding AZZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Rise Advisors's AZZ Position: Q4 2025 in Review

Rise Advisors sold out of AZZ Inc (AZZ) in Q4 2025, closing a stake of 1 share — an estimated $138 sold.

Rise Advisors first reported a position in AZZ in Q1 2024 and held it in 7 quarters. The position peaked at $12.5K in Q3 2024. 316 funds tracked by Wall St. Rank hold AZZ as of Q4 2025.

  • Rise Advisors reported no remaining AZZ Inc position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 1 AZZ Inc share in Q4 2025, an estimated $138.
  • Rise Advisors first reported a position in AZZ Inc in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's AZZ Inc position peaked at $12.5K in Q3 2024.
  • 316 funds tracked by Wall St. Rank held AZZ Inc as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.