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Root Financial Partners’s AZZ Inc AZZ Stock Holding History

Root Financial Partners’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 		– Sell
-86
Closed -$10.8K – 672
2026
Q1 		$10.8K Buy
86
+48
+126% +$6.06K ﹤0.01% 1658
2025
Q4 		$4.07K Buy
38
+21
+124% +$2.18K ﹤0.01% 1823
2025
Q3 		$1.85K Buy
+17
New +$1.89K ﹤0.01% 1967

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

Root Financial Partners's AZZ Position: Q2 2026 in Review

Root Financial Partners sold out of AZZ Inc (AZZ) in Q2 2026, closing a stake of 86 shares — an estimated $10.8K sold.

Root Financial Partners first reported a position in AZZ in Q3 2025 and held it in 3 quarters. The position peaked at $10.8K in Q1 2026. 362 funds tracked by Wall St. Rank hold AZZ as of Q2 2026.

  • Root Financial Partners reported no remaining AZZ Inc position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 86 AZZ Inc shares in Q2 2026, an estimated $10.8K.
  • Root Financial Partners first reported a position in AZZ Inc in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's AZZ Inc position peaked at $10.8K in Q1 2026.
  • 362 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.