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Wilkerson Advisory Group’s AZZ Inc AZZ Stock Holding History

Wilkerson Advisory Group’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 		$19.7K Hold
127
– – 0.01% 333
2026
Q1 		$15.9K Hold
127
– – 0.01% 335
2025
Q4 		$13.6K Buy
+127
New +$13.2K ﹤0.01% 287

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 $3.38T AUM 44.17% 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

Wilkerson Advisory Group's AZZ Position: Q2 2026 in Review

Wilkerson Advisory Group held its AZZ Inc (AZZ) position steady in Q2 2026 at 127 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #333.

Wilkerson Advisory Group first reported a position in AZZ in Q4 2025 and has held it in 3 quarters since. 362 funds tracked by Wall St. Rank hold AZZ as of Q2 2026.

  • Wilkerson Advisory Group held 127 shares of AZZ Inc worth $19.7K as of Q2 2026.
  • Wilkerson Advisory Group left its AZZ Inc share count unchanged in Q2 2026.
  • AZZ Inc made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #333 holding.
  • Wilkerson Advisory Group first reported a position in AZZ Inc in Q4 2025 and has held it in 3 quarters since.
  • 362 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.