Caerus Investment Advisors’s AutoZone AZO Stock Holding History

Caerus Investment Advisors’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 Q4	–	Sell	-164	Closed	-$704K	–	315
2025 Q3	$704K	Buy	+164	New	+$658K	0.29%	70
2023 Q2	–	Sell	-100	Closed	-$246K	–	35
2023 Q1	$246K	Buy	+100	New	+$244K	0.28%	45
2022 Q4	–	Sell	-100	Closed	-$214K	–	45
2022 Q3	$214K	Sell	100 -100	-50%	-$218K	0.27%	52
2022 Q2	$430K	Buy	+200	New	+$411K	0.52%	31
2022 Q1	–	Sell	-100	Closed	-$210K	–	55
2021 Q4	$210K	Buy	+100	New	+$186K	0.23%	65

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Caerus Investment Advisors's AZO Position: Q4 2025 in Review

Caerus Investment Advisors sold out of AutoZone (AZO) in Q4 2025, closing a stake of 164 shares — an estimated $704K sold.

Caerus Investment Advisors first reported a position in AZO in Q4 2021 and held it in 5 quarters. The position peaked at $704K in Q3 2025. 1,332 funds tracked by Wall St. Rank hold AZO as of Q4 2025.

Caerus Investment Advisors reported no remaining AutoZone position as of Q4 2025 after selling out during the quarter.
Caerus Investment Advisors sold 164 AutoZone shares in Q4 2025, an estimated $704K.
Caerus Investment Advisors first reported a position in AutoZone in Q4 2021 and held it in 5 quarters.
Caerus Investment Advisors's AutoZone position peaked at $704K in Q3 2025.
1,332 funds tracked by Wall St. Rank held AutoZone as of Q4 2025.

Based on Caerus Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.