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 Q2	–	Sell	-2,351	Closed	-$294K	–	121
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Van Den Berg Management I's AZZ Position: Q2 2026 in Review

Van Den Berg Management I sold out of AZZ Inc (AZZ) in Q2 2026, closing a stake of 2,351 shares — an estimated $294K sold.

Van Den Berg Management I first reported a position in AZZ in Q3 2023 and held it in 11 quarters. The position peaked at $1.09M in Q3 2024. 363 funds tracked by Wall St. Rank hold AZZ as of Q2 2026.

Van Den Berg Management I reported no remaining AZZ Inc position as of Q2 2026 after selling out during the quarter.
Van Den Berg Management I sold 2,351 AZZ Inc shares in Q2 2026, an estimated $294K.
Van Den Berg Management I first reported a position in AZZ Inc in Q3 2023 and held it in 11 quarters.
Van Den Berg Management I's AZZ Inc position peaked at $1.09M in Q3 2024.
363 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2026.

Based on Van Den Berg Management I's 13F filing for Q2 2026, filed 14 Aug 2026.