Bogart Wealth LLC’s AutoZone AZO Stock Holding History

Bogart Wealth LLC’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
2026 Q1	$16.9K	Hold	5	–	–	﹤0.01%	763
2025 Q4	$17K	Hold	5	–	–	﹤0.01%	724
2025 Q3	$21.5K	Hold	5	–	–	﹤0.01%	644
2025 Q2	$18.6K	Hold	5	–	–	﹤0.01%	646
2025 Q1	$19.1K	Hold	5	–	–	﹤0.01%	596
2024 Q4	$16K	Hold	5	–	–	﹤0.01%	635
2024 Q3	$15.8K	Hold	5	–	–	﹤0.01%	591
2024 Q2	$14.8K	Hold	5	–	–	﹤0.01%	589
2024 Q1	$15.8K	Hold	5	–	–	﹤0.01%	556
2023 Q4	$12.9K	Hold	5	–	–	﹤0.01%	578
2023 Q3	$12.7K	Hold	5	–	–	﹤0.01%	549
2023 Q2	$12.5K	Hold	5	–	–	﹤0.01%	547
2023 Q1	$12.3K	Hold	5	–	–	﹤0.01%	548
2022 Q4	$12.3K	Hold	5	–	–	﹤0.01%	506
2022 Q3	$11K	Hold	5	–	–	﹤0.01%	515
2022 Q2	$11K	Buy	+5	New	+$10.3K	﹤0.01%	511
2021 Q1	–	Sell	-1	Closed	-$1K	–	628
2020 Q4	$1K	Buy	+1	New	+$1.16K	﹤0.01%	422

Other funds holding AZO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Geode Capital Management

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

T. Rowe Price Associates

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

Royal Bank of Canada

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return