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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
Q2 		$9.88M Sell
63,750
-28,867
-31% -$4.11M 2.11% 28
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 $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

Speece Thorson Capital Group's AZZ Position: Q2 2026 in Review

Speece Thorson Capital Group reduced its AZZ Inc (AZZ) stake by 31% in Q2 2026, selling an estimated $4.11M and leaving 63,750 shares worth $9.88M. The position accounts for 2.11% of the portfolio, ranked #28.

Speece Thorson Capital Group first reported a position in AZZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.1M in Q4 2025. 362 funds tracked by Wall St. Rank hold AZZ as of Q2 2026.

  • Speece Thorson Capital Group held 63,750 shares of AZZ Inc worth $9.88M as of Q2 2026.
  • Speece Thorson Capital Group sold 28,867 AZZ Inc shares in Q2 2026, an estimated $4.11M.
  • AZZ Inc made up 2.11% of Speece Thorson Capital Group's portfolio in Q2 2026, its #28 holding.
  • Speece Thorson Capital Group first reported a position in AZZ Inc in Q2 2025 and has held it in 5 quarters since.
  • Speece Thorson Capital Group's AZZ Inc position peaked at $12.1M in Q4 2025.
  • 362 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2026.

Based on Speece Thorson Capital Group's 13F filing for Q2 2026, filed 4 Aug 2026.