Position in AZZ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$279,396
+$34,024 QoQ
Shares Held
1,802
-8.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#245
of 359 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AZZ Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $10,302,263 across 29 Specialty Business Services names. AZZ ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RBA |
Rb Global Inc.
|
64,122 | $7,467,001 | |
| 2 | ARMK |
Aramark
|
8,453 | $480,973 | |
| 3 | CTAS |
Cintas Corp
|
2,163 | $367,878 | |
| 4 | CPRT |
Copart Inc
|
13,037 | $367,508 | |
| 5 | ULS |
UL Solutions Inc.
|
2,878 | $293,150 | |
| 6 | AZZ |
Azz Inc
This page
|
1,802 | $279,396 | |
| 7 | GPN |
Global Payments Inc
|
3,662 | $265,710 | |
| 8 | RELX |
Relx PLC
|
6,260 | $198,248 |
All Filings in AZZ
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,396 | 1,802 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $245,372 | 1,961 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $183,274 | 1,710 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $155,945 | 1,429 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $88,243 | 934 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,270 | 75 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,749 | 58 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,717 | 45 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,317 | 30 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $386 | 5 | Shares | Sole | 2024-06-11 | |
| 2023-03-31 | $10,186 | 247 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,929 | 247 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $17,524 | 480 | Shares | Sole | 2022-11-07 | |
| 2021-12-31 | $4,423 | 80 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||