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Azek shares owned by Principia Wealth Advisory

Quarter-by-quarter ownership of Azek (AZEK) shares owned by Principia Wealth Advisory from 13F filings

Historical chart of Principia Wealth Advisory investment in Azek

Tip: Access up to 7 years of quarterly data

All positions including Azek held by Principia Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Azek by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $12k 214 54.35
2025-03-31 $10k 214 47.41
2024-12-31 $44k 921 47.47

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Ishares Gold Trust Etf (IAU)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Silver Trust Etf (SLV)
Schwab Fundamental Int'l Large Cap Index Etf (FNDF)

View all positions for Principia Wealth Advisory

Top funds holding Azek

Morgan Stanley
Bank Of Montreal
Bluefin Capital Management
Congress Wealth Management LLC / DE /
Advisor Group Holdings
Summit Wealth Group Llc / Co
KBC Group NV
Principia Wealth Advisory
Kilter Group
Parkworth Wealth Management
MV Capital Management
Huntington National Bank

View all funds holding Azek