United Capital Financial Advisors’s The AZEK Co AZEK Stock Holding History

United Capital Financial 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	-3,927	Closed	-$213K	–	1207
2025 Q2	$213K	Buy	+3,927	New	+$197K	﹤0.01%	1027
2024 Q2	–	Sell	-4,411	Closed	-$222K	–	1041
2024 Q1	$222K	Buy	+4,411	New	+$192K	﹤0.01%	988

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

United Capital Financial Advisors's AZEK Position: Q3 2025 in Review

United Capital Financial Advisors sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 3,927 shares — an estimated $213K sold.

United Capital Financial Advisors first reported a position in AZEK in Q1 2024 and held it in 2 quarters. The position peaked at $222K in Q1 2024. 2 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

United Capital Financial Advisors reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
United Capital Financial Advisors sold 3,927 The AZEK Co shares in Q3 2025, an estimated $213K.
United Capital Financial Advisors first reported a position in The AZEK Co in Q1 2024 and held it in 2 quarters.
United Capital Financial Advisors's The AZEK Co position peaked at $222K in Q1 2024.
2 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on United Capital Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.