Summit Trail Advisors’s The AZEK Co AZEK Stock Holding History

Summit Trail Advisors’s Portfolio AZEK Stock Details AZEK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-8,742	Closed	-$475K	–	1348
2025 Q2	$475K	Buy	8,742 +518	+6%	+$26K	0.01%	749
2025 Q1	$402K	Buy	+8,224	New	+$390K	0.01%	275

Other funds holding AZEK

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Summit Trail Advisors's AZEK Position: Q3 2025 in Review

Summit Trail Advisors sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 8,742 shares — an estimated $475K sold.

Summit Trail Advisors first reported a position in AZEK in Q1 2025 and held it in 2 quarters. The position peaked at $475K in Q2 2025. 2 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

Summit Trail Advisors reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
Summit Trail Advisors sold 8,742 The AZEK Co shares in Q3 2025, an estimated $475K.
Summit Trail Advisors first reported a position in The AZEK Co in Q1 2025 and held it in 2 quarters.
Summit Trail Advisors's The AZEK Co position peaked at $475K in Q2 2025.
2 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on Summit Trail Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.