Steward Partners Investment Advisory’s The AZEK Co AZEK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-3,625
Closed -$197K 4268
2025
Q2
$197K Sell
3,625
-49
-1% -$2.46K ﹤0.01% 1771
2025
Q1
$180K Sell
3,674
-85
-2% -$4.03K ﹤0.01% 1704
2024
Q4
$178K Sell
3,759
-166
-4% -$7.93K ﹤0.01% 1683
2024
Q3
$184K Hold
3,925
﹤0.01% 1571
2024
Q2
$165K Sell
3,925
-600
-13% -$27.8K ﹤0.01% 1534
2024
Q1
$227K Sell
4,525
-2,300
-34% -$100K ﹤0.01% 1381
2023
Q4
$261K Sell
6,825
-1,400
-17% -$43.6K ﹤0.01% 1268
2023
Q3
$245K Sell
8,225
-650
-7% -$20.4K ﹤0.01% 1196
2023
Q2
$269K Sell
8,875
-700
-7% -$18.1K ﹤0.01% 1166
2023
Q1
$225K Buy
9,575
+600
+7% +$14.2K ﹤0.01% 1229
2022
Q4
$182K Sell
8,975
-5,500
-38% -$102K ﹤0.01% 1283
2022
Q3
$241K Sell
14,475
-800
-5% -$15.2K ﹤0.01% 1126
2022
Q2
$256K Buy
15,275
+700
+5% +$14.4K ﹤0.01% 1105
2022
Q1
$362K Sell
14,575
-500
-3% -$15.7K 0.01% 1049
2021
Q4
$697K Sell
15,075
-250
-2% -$9.95K 0.01% 826
2021
Q3
$560K Sell
15,325
-500
-3% -$19.5K 0.01% 865
2021
Q2
$672K Buy
15,825
+2,000
+14% +$89.6K 0.01% 828
2021
Q1
$581K Buy
13,825
+3,025
+28% +$129K 0.01% 833
2020
Q4
$415K Buy
10,800
+1,300
+14% +$46.9K 0.01% 811
2020
Q3
$331K Buy
9,500
+1,500
+19% +$52.3K 0.01% 787
2020
Q2
$255K Buy
+8,000
New +$243K 0.01% 803

Other funds holding AZEK

Steward Partners Investment Advisory's AZEK Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 3,625 shares — an estimated $197K sold.

Steward Partners Investment Advisory first reported a position in AZEK in Q2 2020 and held it in 21 quarters. The position peaked at $697K in Q4 2021. 2 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

  • Steward Partners Investment Advisory reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 3,625 The AZEK Co shares in Q3 2025, an estimated $197K.
  • Steward Partners Investment Advisory first reported a position in The AZEK Co in Q2 2020 and held it in 21 quarters.
  • Steward Partners Investment Advisory's The AZEK Co position peaked at $697K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.