Wealth Enhancement Advisory Services
AZEK

Wealth Enhancement Advisory Services’s The AZEK Co AZEK Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		– Sell
-13,769
Closed -$673K – 3391
2025
Q1 		$673K Buy
13,769
+4,246
+45% +$201K ﹤0.01% 1844
2024
Q4 		$452K Sell
9,523
-87
-0.9% -$4.16K ﹤0.01% 2059
2024
Q3 		$450K Sell
9,610
-826
-8% -$35.4K ﹤0.01% 1891
2024
Q2 		$440K Buy
10,436
+1,308
+14% +$60.5K ﹤0.01% 1725
2024
Q1 		$458K Buy
9,128
+1,471
+19% +$64.1K ﹤0.01% 1633
2023
Q4 		$293K Sell
7,657
-697
-8% -$21.7K ﹤0.01% 1832
2023
Q3 		$248K Buy
+8,354
New +$263K ﹤0.01% 1858

Other funds holding AZEK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wealth Enhancement Advisory Services's AZEK Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of The AZEK Co (AZEK) in Q2 2025, closing a stake of 13,769 shares — an estimated $673K sold.

Wealth Enhancement Advisory Services first reported a position in AZEK in Q3 2023 and held it in 7 quarters. The position peaked at $673K in Q1 2025. 329 funds tracked by Wall St. Rank hold AZEK as of Q2 2025.

  • Wealth Enhancement Advisory Services reported no remaining The AZEK Co position as of Q2 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 13,769 The AZEK Co shares in Q2 2025, an estimated $673K.
  • Wealth Enhancement Advisory Services first reported a position in The AZEK Co in Q3 2023 and held it in 7 quarters.
  • Wealth Enhancement Advisory Services's The AZEK Co position peaked at $673K in Q1 2025.
  • 329 funds tracked by Wall St. Rank held The AZEK Co as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.