Winthrop Advisory Group’s The AZEK Co AZEK Stock Holding History

Winthrop Advisory Group’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	-5,500	Closed	-$299K	–	193
2025 Q2	$299K	Hold	5,500	–	–	0.03%	136
2025 Q1	$269K	Sell	5,500 -12	-0.2%	-$568	0.03%	126
2024 Q4	$262K	Buy	+5,512	New	+$263K	0.03%	130
2024 Q3	–	Sell	-5,512	Closed	-$232K	–	153
2024 Q2	$232K	Hold	5,512	–	–	0.03%	125
2024 Q1	$277K	Hold	5,512	–	–	0.04%	121
2023 Q4	$211K	Buy	+5,512	New	+$172K	0.03%	130

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

Winthrop Advisory Group's AZEK Position: Q3 2025 in Review

Winthrop Advisory Group sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 5,500 shares — an estimated $299K sold.

Winthrop Advisory Group first reported a position in AZEK in Q4 2023 and held it in 6 quarters. The position peaked at $299K in Q2 2025. 2 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

Winthrop Advisory Group reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
Winthrop Advisory Group sold 5,500 The AZEK Co shares in Q3 2025, an estimated $299K.
Winthrop Advisory Group first reported a position in The AZEK Co in Q4 2023 and held it in 6 quarters.
Winthrop Advisory Group's The AZEK Co position peaked at $299K in Q2 2025.
2 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on Winthrop Advisory Group's 13F filing for Q3 2025, filed 24 Oct 2025.