Van Den Berg Management I’s AZZ Inc AZZ Stock Holding History

Van Den Berg Management I’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
2026 Q1	$294K	Sell	2,351 -3,063	-57%	-$387K	0.07%	83
2025 Q4	$580K	Sell	5,414 -1,195	-18%	-$124K	0.13%	73
2025 Q3	$721K	Sell	6,609 -2,777	-30%	-$308K	0.18%	60
2025 Q2	$887K	Sell	9,386 -614	-6%	-$54.2K	0.25%	51
2025 Q1	$836K	Sell	10,000 -3,233	-24%	-$289K	0.26%	53
2024 Q4	$1.08M	Buy	13,233 +17	+0.1%	+$1.44K	0.31%	49
2024 Q3	$1.09M	Sell	13,216 -97	-0.7%	-$7.67K	0.32%	47
2024 Q2	$1.03M	Sell	13,313 -282	-2%	-$22K	0.31%	50
2024 Q1	$1.05M	Buy	13,595 +1,495	+12%	+$101K	0.31%	50
2023 Q4	$703K	Buy	12,100 +200	+2%	+$9.84K	0.23%	60
2023 Q3	$542K	Buy	+11,900	New	+$545K	0.19%	59

Other funds holding AZZ

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Van Den Berg Management I's AZZ Position: Q1 2026 in Review

Van Den Berg Management I reduced its AZZ Inc (AZZ) stake by 57% in Q1 2026, selling an estimated $387K and leaving 2,351 shares worth $294K. The position accounts for 0.07% of the portfolio, ranked #83.

Van Den Berg Management I first reported a position in AZZ in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.09M in Q3 2024. 336 funds tracked by Wall St. Rank hold AZZ as of Q1 2026.

Van Den Berg Management I held 2,351 shares of AZZ Inc worth $294K as of Q1 2026.
Van Den Berg Management I sold 3,063 AZZ Inc shares in Q1 2026, an estimated $387K.
AZZ Inc made up 0.07% of Van Den Berg Management I's portfolio in Q1 2026, its #83 holding.
Van Den Berg Management I first reported a position in AZZ Inc in Q3 2023 and has held it in 11 quarters since.
Van Den Berg Management I's AZZ Inc position peaked at $1.09M in Q3 2024.
336 funds tracked by Wall St. Rank held AZZ Inc as of Q1 2026.

Based on Van Den Berg Management I's 13F filing for Q1 2026, filed 15 May 2026.