CAROLINAS WEALTH CONSULTING LLC AZEK β€” AZEK CO INC

Ownership history in CAROLINAS WEALTH CONSULTING LLC  Β·  7 quarters on record

AI Ownership Summary

CAROLINAS WEALTH CONSULTING LLC reported AZEK CO INC (AZEK) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q4. The latest visible filing shows AZEK at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AZEK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAROLINAS WEALTH CONSULTING LLC's position in AZEK CO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AZEK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CAROLINAS WEALTH CONSULTING LLC held AZEK β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 27 β€” 0% 0.00% $1K 2026-02-14 (Est.) β€”
2025 Q3 UNCHANGED β€” β€” β€” 27 β€” 0% 0.00% $1K 2025-11-20 β€”
2025 Q2 UNCHANGED β€” β€” β€” 27 β€” 0% 0.00% $1K 2025-08-14 β€”
2024 Q4 ADDED β€” β€” β€” 27 +6 +28.6% 0.00% $1K 2025-02-27 β€”
2024 Q3 REDUCED β€” β€” β€” 21 -6 -22.2% 0.00% $940 2024-11-12 β€”
2024 Q2 ADDED β€” β€” β€” 27 +4 +17.4% 0.00% $1K 2024-08-12 β€”
2024 Q1 INITIATED β€” β€” β€” 23 β€” β€” 0.00% $1K 2024-05-15 β€”

🏒 Other funds also holding AZEK

As of 2026 Q1 β€” sorted by position size

HUNTINGTON NATIONAL BANK 3Y 7Y 0.0%

FAQ About CAROLINAS WEALTH CONSULTING LLC and AZEK

These are the practical questions this page is built to answer before you even open the full history table.

How long has CAROLINAS WEALTH CONSULTING LLC reported owning AZEK?

CAROLINAS WEALTH CONSULTING LLC reported AZEK across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported AZEK position in CAROLINAS WEALTH CONSULTING LLC's portfolio?

The largest reported portfolio weight for AZEK was 0.00% in 2025 Q2.

What is the latest reported AZEK position on this page?

The most recent filing on this page is 2025 Q4, when CAROLINAS WEALTH CONSULTING LLC reported 27 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this AZEK ownership page compare?

The chart compares CAROLINAS WEALTH CONSULTING LLC's quarterly AZEK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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