Westwood Wealth Management’s AZZ Inc AZZ Stock Holding History

Westwood Wealth Management’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	–	Sell	-7,000	Closed	-$750K	–	50
2025 Q4	$750K	Buy	+7,000	New	+$725K	0.56%	47

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

Westwood Wealth Management's AZZ Position: Q1 2026 in Review

Westwood Wealth Management sold out of AZZ Inc (AZZ) in Q1 2026, closing a stake of 7,000 shares — an estimated $750K sold.

Westwood Wealth Management first reported a position in AZZ in Q4 2025 and held it in 1 quarter. The position peaked at $750K in Q4 2025. 336 funds tracked by Wall St. Rank hold AZZ as of Q1 2026.

Westwood Wealth Management reported no remaining AZZ Inc position as of Q1 2026 after selling out during the quarter.
Westwood Wealth Management sold 7,000 AZZ Inc shares in Q1 2026, an estimated $750K.
Westwood Wealth Management first reported a position in AZZ Inc in Q4 2025 and held it in 1 quarter.
Westwood Wealth Management's AZZ Inc position peaked at $750K in Q4 2025.
336 funds tracked by Wall St. Rank held AZZ Inc as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.