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Summit Wealth Group (Colorado)’s The AZEK Co AZEK Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-6,851
Closed -$204K – 302
2025
Q3 		$204K Buy
+6,851
New +$204K 0.02% 462

Other funds holding AZEK

HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Summit Wealth Group (Colorado)'s AZEK Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of The AZEK Co (AZEK) in Q4 2025, closing a stake of 6,851 shares — an estimated $204K sold.

Summit Wealth Group (Colorado) first reported a position in AZEK in Q3 2025 and held it in 1 quarter. The position peaked at $204K in Q3 2025. 1 fund tracked by Wall St. Rank holds AZEK as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining The AZEK Co position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 6,851 The AZEK Co shares in Q4 2025, an estimated $204K.
  • Summit Wealth Group (Colorado) first reported a position in The AZEK Co in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s The AZEK Co position peaked at $204K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held The AZEK Co as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.