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Widmann Financial Services’s AZZ Inc AZZ Stock Holding History

Widmann Financial Services’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
Q2 		$445K Hold
2,868
– – 0.24% 85
2026
Q1 		$359K Hold
2,868
– – 0.21% 86
2025
Q4 		$307K Buy
+2,868
New +$297K 0.19% 92
2025
Q2 		– Sell
-2,440
Closed -$204K – 109
2025
Q1 		$204K Buy
+2,440
New +$218K 0.16% 100
2024
Q4 		– Sell
-2,940
Closed -$243K – 102
2024
Q3 		$243K Hold
2,940
– – 0.18% 88
2024
Q2 		$227K Hold
2,940
– – 0.18% 87
2024
Q1 		$227K Buy
+2,940
New +$199K 0.19% 88

Other funds holding AZZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Widmann Financial Services's AZZ Position: Q2 2026 in Review

Widmann Financial Services held its AZZ Inc (AZZ) position steady in Q2 2026 at 2,868 shares worth $445K. The position accounts for 0.24% of the portfolio, ranked #85.

Widmann Financial Services first reported a position in AZZ in Q1 2024 and has held it in 7 quarters since. 362 funds tracked by Wall St. Rank hold AZZ as of Q2 2026.

  • Widmann Financial Services held 2,868 shares of AZZ Inc worth $445K as of Q2 2026.
  • Widmann Financial Services left its AZZ Inc share count unchanged in Q2 2026.
  • AZZ Inc made up 0.24% of Widmann Financial Services's portfolio in Q2 2026, its #85 holding.
  • Widmann Financial Services first reported a position in AZZ Inc in Q1 2024 and has held it in 7 quarters since.
  • 362 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.