SW
AZEK

SVB Wealth’s The AZEK Co AZEK Stock Holding History

SVB Wealth’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
Q2 		– Sell
-38
Closed -$1.86K – 599
2025
Q1 		$1.86K Buy
+38
New +$1.8K ﹤0.01% 1249

Other funds holding AZEK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

SVB Wealth's AZEK Position: Q2 2025 in Review

SVB Wealth sold out of The AZEK Co (AZEK) in Q2 2025, closing a stake of 38 shares — an estimated $1.86K sold.

SVB Wealth first reported a position in AZEK in Q1 2025 and held it in 1 quarter. The position peaked at $1.86K in Q1 2025. 329 funds tracked by Wall St. Rank hold AZEK as of Q2 2025.

  • SVB Wealth reported no remaining The AZEK Co position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 38 The AZEK Co shares in Q2 2025, an estimated $1.86K.
  • SVB Wealth first reported a position in The AZEK Co in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's The AZEK Co position peaked at $1.86K in Q1 2025.
  • 329 funds tracked by Wall St. Rank held The AZEK Co as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.