WANY
AZZ icon

Wealthspire Advisors (New York)’s AZZ Inc AZZ Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-29
Closed -$3.17K – 1198
2025
Q3 		$3.17K Buy
+29
New +$3.22K ﹤0.01% 2470

Other funds holding AZZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wealthspire Advisors (New York)'s AZZ Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of AZZ Inc (AZZ) in Q4 2025, closing a stake of 29 shares — an estimated $3.17K sold.

Wealthspire Advisors (New York) first reported a position in AZZ in Q3 2025 and held it in 1 quarter. The position peaked at $3.17K in Q3 2025. 317 funds tracked by Wall St. Rank hold AZZ as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining AZZ Inc position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 29 AZZ Inc shares in Q4 2025, an estimated $3.17K.
  • Wealthspire Advisors (New York) first reported a position in AZZ Inc in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s AZZ Inc position peaked at $3.17K in Q3 2025.
  • 317 funds tracked by Wall St. Rank held AZZ Inc as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.