Whipplewood Advisors’s The AZEK Co AZEK Stock Holding History

Whipplewood Advisors’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 Q3	–	Sell	-14	Closed	-$761	–	370
2025 Q2	$761	Buy	14 +6	+75%	+$301	﹤0.01%	1063
2025 Q1	$684	Sell	8 -6	-43%	-$284	﹤0.01%	1086
2024 Q4	$665	Buy	+14	New	+$669	﹤0.01%	1081

Other funds holding AZEK

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Whipplewood Advisors's AZEK Position: Q3 2025 in Review

Whipplewood Advisors sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 14 shares — an estimated $761 sold.

Whipplewood Advisors first reported a position in AZEK in Q4 2024 and held it in 3 quarters. The position peaked at $761 in Q2 2025. 2 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

Whipplewood Advisors reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
Whipplewood Advisors sold 14 The AZEK Co shares in Q3 2025, an estimated $761.
Whipplewood Advisors first reported a position in The AZEK Co in Q4 2024 and held it in 3 quarters.
Whipplewood Advisors's The AZEK Co position peaked at $761 in Q2 2025.
2 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.