Atria Wealth Solutions’s AutoZone AZO Stock Holding History

Atria Wealth Solutions’s Portfolio AZO Stock Details AZO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$820K	Sell	221 -332	-60%	-$1.22M	0.02%	723
2025 Q1	$2.11M	Sell	553 -135	-20%	-$466K	0.03%	615
2024 Q4	$2.2M	Hold	688	–	–	0.02%	611
2024 Q3	$2.17M	Sell	688 -116	-14%	-$356K	0.02%	604
2024 Q2	$2.38M	Buy	804 +9	+1%	+$26.3K	0.03%	574
2024 Q1	$2.51M	Sell	795 -39	-5%	-$111K	0.03%	568
2023 Q4	$2.16M	Sell	834 -82	-9%	-$213K	0.03%	579
2023 Q3	$2.33M	Sell	916 -29	-3%	-$72.8K	0.03%	508
2023 Q2	$2.36M	Buy	945 +264	+39%	+$673K	0.03%	514
2023 Q1	$1.67M	Buy	681 +19	+3%	+$46.3K	0.02%	600
2022 Q4	$1.63M	Buy	662 +72	+12%	+$174K	0.03%	586
2022 Q3	$1.26M	Sell	590 -425	-42%	-$926K	0.02%	635
2022 Q2	$1.31M	Buy	1,015 +521	+105%	+$1.07M	0.02%	582
2022 Q1	$1.01M	Buy	+494	New	+$965K	0.02%	724

Other funds holding AZO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Atria Wealth Solutions's AZO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its AutoZone (AZO) stake by 60% in Q2 2025, selling an estimated $1.22M and leaving 221 shares worth $820K. The position accounts for 0.02% of the portfolio, ranked #723.

Atria Wealth Solutions first reported a position in AZO in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.51M in Q1 2024. 1,307 funds tracked by Wall St. Rank hold AZO as of Q2 2025.

Atria Wealth Solutions held 221 shares of AutoZone worth $820K as of Q2 2025.
Atria Wealth Solutions sold 332 AutoZone shares in Q2 2025, an estimated $1.22M.
AutoZone made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #723 holding.
Atria Wealth Solutions first reported a position in AutoZone in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's AutoZone position peaked at $2.51M in Q1 2024.
1,307 funds tracked by Wall St. Rank held AutoZone as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.