Avantax Advisory Services’s AutoZone AZO Stock Holding History

Avantax Advisory Services’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	$10.2M	Buy	2,742 +210	+8%	+$774K	0.06%	264
2025 Q1	$9.65M	Buy	2,532 +89	+4%	+$307K	0.06%	258
2024 Q4	$7.82M	Buy	2,443 +56	+2%	+$177K	0.05%	283
2024 Q3	$7.52M	Buy	2,387 +95	+4%	+$292K	0.05%	294
2024 Q2	$6.79M	Buy	2,292 +315	+16%	+$922K	0.05%	292
2024 Q1	$6.23M	Sell	1,977 -41	-2%	-$117K	0.06%	255
2023 Q4	$5.22M	Buy	2,018 +51	+3%	+$132K	0.05%	274
2023 Q3	$5M	Buy	1,967 +111	+6%	+$279K	0.06%	256
2023 Q2	$4.63M	Buy	1,856 +1,430	+336%	+$3.65M	0.05%	270
2023 Q1	$1.05M	Sell	426 -46	-10%	-$112K	0.01%	656
2022 Q4	$1.16M	Sell	472 -85	-15%	-$205K	0.02%	586
2022 Q3	$1.19M	Buy	557 +124	+29%	+$270K	0.02%	507
2022 Q2	$931K	Buy	433 +51	+13%	+$105K	0.01%	567
2022 Q1	$779K	Buy	382 +38	+11%	+$74.3K	0.01%	624
2021 Q4	$721K	Buy	+344	New	+$640K	0.01%	623
2020 Q4	–	Sell	-265	Closed	-$311K	–	961
2020 Q3	$311K	Buy	+265	New	+$313K	0.01%	1003

Other funds holding AZO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Avantax Advisory Services's AZO Position: Q2 2025 in Review

Avantax Advisory Services increased its AutoZone (AZO) stake by 8.3% in Q2 2025, buying an estimated $774K and bringing the position to 2,742 shares worth $10.2M. The position accounts for 0.06% of the portfolio, ranked #264.

Avantax Advisory Services first reported a position in AZO in Q3 2020 and has held it in 16 quarters since. 1,303 funds tracked by Wall St. Rank hold AZO as of Q2 2025.

Avantax Advisory Services held 2,742 shares of AutoZone worth $10.2M as of Q2 2025.
Avantax Advisory Services bought 210 AutoZone shares in Q2 2025, an estimated $774K.
AutoZone made up 0.06% of Avantax Advisory Services's portfolio in Q2 2025, its #264 holding.
Avantax Advisory Services first reported a position in AutoZone in Q3 2020 and has held it in 16 quarters since.
1,303 funds tracked by Wall St. Rank held AutoZone as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.