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	0.03%	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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return