Whittier Trust’s AZZ Inc AZZ Stock Holding History

Whittier Trust’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	-300	Closed	-$32.5K	–	1358
2025 Q3	$32.5K	Hold	300	–	–	﹤0.01%	933
2025 Q2	$28.3K	Hold	300	–	–	﹤0.01%	1053
2025 Q1	$25.1K	Hold	300	–	–	﹤0.01%	1057
2024 Q4	$24.6K	Hold	300	–	–	﹤0.01%	1061
2024 Q3	$24.8K	Hold	300	–	–	﹤0.01%	1059
2024 Q2	$23.2K	Hold	300	–	–	﹤0.01%	1067
2024 Q1	$23.2K	Hold	300	–	–	﹤0.01%	1095
2023 Q4	$17.4K	Hold	300	–	–	﹤0.01%	1123
2023 Q3	$13.7K	Hold	300	–	–	﹤0.01%	1193
2023 Q2	$13K	Hold	300	–	–	﹤0.01%	1218
2023 Q1	$12.4K	Hold	300	–	–	﹤0.01%	1261
2022 Q4	$12.1K	Hold	300	–	–	﹤0.01%	1258
2022 Q3	$11K	Buy	+300	New	+$12.5K	﹤0.01%	1317
2015 Q1	–	Sell	-600	Closed	-$28K	–	1228
2014 Q4	$28K	Hold	600	–	–	﹤0.01%	736
2014 Q3	$25K	Hold	600	–	–	﹤0.01%	745
2014 Q2	$28K	Buy	+600	New	+$26.5K	﹤0.01%	732

Other funds holding AZZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Whittier Trust's AZZ Position: Q4 2025 in Review

Whittier Trust sold out of AZZ Inc (AZZ) in Q4 2025, closing a stake of 300 shares — an estimated $32.5K sold.

Whittier Trust first reported a position in AZZ in Q2 2014 and held it in 16 quarters. The position peaked at $32.5K in Q3 2025. 317 funds tracked by Wall St. Rank hold AZZ as of Q4 2025.

Whittier Trust reported no remaining AZZ Inc position as of Q4 2025 after selling out during the quarter.
Whittier Trust sold 300 AZZ Inc shares in Q4 2025, an estimated $32.5K.
Whittier Trust first reported a position in AZZ Inc in Q2 2014 and held it in 16 quarters.
Whittier Trust's AZZ Inc position peaked at $32.5K in Q3 2025.
317 funds tracked by Wall St. Rank held AZZ Inc as of Q4 2025.

Based on Whittier Trust's 13F filing for Q4 2025, filed 26 Jan 2026.