Valmark Advisers’s The AZEK Co AZEK Stock Holding History

Valmark Advisers’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	-16,147	Closed	-$878K	–	650
2025 Q2	$878K	Sell	16,147 -123	-0.8%	-$6.17K	0.01%	358
2025 Q1	$795K	Buy	+16,270	New	+$771K	0.01%	347

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

Valmark Advisers's AZEK Position: Q3 2025 in Review

Valmark Advisers sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 16,147 shares — an estimated $878K sold.

Valmark Advisers first reported a position in AZEK in Q1 2025 and held it in 2 quarters. The position peaked at $878K in Q2 2025. 2 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

Valmark Advisers reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
Valmark Advisers sold 16,147 The AZEK Co shares in Q3 2025, an estimated $878K.
Valmark Advisers first reported a position in The AZEK Co in Q1 2025 and held it in 2 quarters.
Valmark Advisers's The AZEK Co position peaked at $878K in Q2 2025.
2 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on Valmark Advisers's 13F filing for Q3 2025, filed 24 Oct 2025.