SVB Wealth’s AZZ Inc AZZ Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-23	Closed	-$1.92K	–	600
2025 Q1	$1.92K	Buy	+23	New	+$2.05K	﹤0.01%	1242

Other funds holding AZZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

SVB Wealth's AZZ Position: Q2 2025 in Review

SVB Wealth sold out of AZZ Inc (AZZ) in Q2 2025, closing a stake of 23 shares — an estimated $1.92K sold.

SVB Wealth first reported a position in AZZ in Q1 2025 and held it in 1 quarter. The position peaked at $1.92K in Q1 2025. 261 funds tracked by Wall St. Rank hold AZZ as of Q2 2025.

SVB Wealth reported no remaining AZZ Inc position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 23 AZZ Inc shares in Q2 2025, an estimated $1.92K.
SVB Wealth first reported a position in AZZ Inc in Q1 2025 and held it in 1 quarter.
SVB Wealth's AZZ Inc position peaked at $1.92K in Q1 2025.
261 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2025.

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