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Speece Thorson Capital Group’s AZZ Inc AZZ Stock Holding History

Speece Thorson Capital Group’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
Q1 		$11.6M Sell
92,617
-20,696
-18% -$2.61M 2.64% 22
2025
Q4 		$12.1M Buy
113,313
+30,609
+37% +$3.17M 2.63% 21
2025
Q3 		$9.03M Sell
82,704
-1,010
-1% -$112K 1.8% 33
2025
Q2 		$7.91M Buy
+83,714
New +$7.39M 1.61% 34

Other funds holding AZZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Speece Thorson Capital Group's AZZ Position: Q1 2026 in Review

Speece Thorson Capital Group reduced its AZZ Inc (AZZ) stake by 18% in Q1 2026, selling an estimated $2.61M and leaving 92,617 shares worth $11.6M. The position accounts for 2.64% of the portfolio, ranked #22.

Speece Thorson Capital Group first reported a position in AZZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $12.1M in Q4 2025. 336 funds tracked by Wall St. Rank hold AZZ as of Q1 2026.

  • Speece Thorson Capital Group held 92,617 shares of AZZ Inc worth $11.6M as of Q1 2026.
  • Speece Thorson Capital Group sold 20,696 AZZ Inc shares in Q1 2026, an estimated $2.61M.
  • AZZ Inc made up 2.64% of Speece Thorson Capital Group's portfolio in Q1 2026, its #22 holding.
  • Speece Thorson Capital Group first reported a position in AZZ Inc in Q2 2025 and has held it in 4 quarters since.
  • Speece Thorson Capital Group's AZZ Inc position peaked at $12.1M in Q4 2025.
  • 336 funds tracked by Wall St. Rank held AZZ Inc as of Q1 2026.

Based on Speece Thorson Capital Group's 13F filing for Q1 2026, filed 29 Apr 2026.