Institutional Ownership Azek CO Inc. (AZEK)
This table provides information about the institutional ownership of Azek CO Inc. (AZEK). We have compiled data on the 366 institutions that hold shares in the stock, with a total of 127 Million shares, which have been reported (via 13F filing form) to have a value of $6.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
38
shares
|
$2,065
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
35
shares
|
$1,902
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
32
shares
|
$1,739
0.0% of portfolio
|
Q3 2024
Reduced 17.95%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
29
shares
|
$1,576
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
25
shares
|
$1,358
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
24
shares
|
$1,304
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
23
shares
|
$1,250
0.0% of portfolio
|
Q3 2023
Reduced 58.18%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
22
shares
|
$1,195
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
21
shares
|
$1,141
0.0% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
21
shares
|
$1,141
0.0% of portfolio
|
Q2 2025
Reduced 30.0%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
21
shares
|
$1,141
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
19
shares
|
$1,032
0.0% of portfolio
|
Q2 2025
Reduced 94.54%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
19
shares
|
$1,032
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
19
shares
|
$1,032
0.0% of portfolio
|
Q1 2025
Added 11.76%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
16
shares
|
$869
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
14
shares
|
$760
0.0% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
12
shares
|
$652
0.0% of portfolio
|
Q2 2025
Reduced 92.68%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
11
shares
|
$597
0.0% of portfolio
|
Q2 2025
Reduced 31.25%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
10
shares
|
$543
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
7
shares
|
$380
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
6
shares
|
$326
0.0% of portfolio
|
Q2 2025
Reduced 78.57%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
6
shares
|
$326
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
6
shares
|
$326
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
5
shares
|
$271
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
3
shares
|
$163
0.0% of portfolio
|
Q4 2024
New holding
|