Calamos Wealth Management’s AutoZone AZO Stock Holding History

Calamos Wealth Management’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	-49	Closed	-$210K	–	474
2025 Q3	$210K	Buy	+49	New	+$197K	0.01%	394
2016 Q4	–	Sell	-1,203	Closed	-$924K	–	223
2016 Q3	$924K	Sell	1,203 -844	-41%	-$657K	0.16%	154
2016 Q2	$1.63M	Buy	+2,047	New	+$1.58M	0.29%	115
2016 Q1	–	Sell	-486	Closed	-$361K	–	244
2015 Q4	$361K	Sell	486 -130	-21%	-$99.2K	0.07%	211
2015 Q3	$446K	Buy	616 +266	+76%	+$188K	0.11%	188
2015 Q2	$233K	Buy	350 +15	+4%	+$10.3K	0.06%	211
2015 Q1	$229K	Hold	335	–	–	0.06%	202
2014 Q4	$207K	Buy	+335	New	+$189K	0.06%	207
2014 Q2	–	Sell	-375	Closed	-$201K	–	220
2014 Q1	$201K	Buy	+375	New	+$195K	0.06%	185
2013 Q3	–	Sell	-1,343	Closed	-$569K	–	214
2013 Q2	$569K	Buy	+1,343	New	+$548K	0.2%	140

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 $1.56T 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

Calamos Wealth Management's AZO Position: Q4 2025 in Review

Calamos Wealth Management sold out of AutoZone (AZO) in Q4 2025, closing a stake of 49 shares — an estimated $210K sold.

Calamos Wealth Management first reported a position in AZO in Q2 2013 and held it in 10 quarters. The position peaked at $1.63M in Q2 2016. 1,334 funds tracked by Wall St. Rank hold AZO as of Q4 2025.

Calamos Wealth Management reported no remaining AutoZone position as of Q4 2025 after selling out during the quarter.
Calamos Wealth Management sold 49 AutoZone shares in Q4 2025, an estimated $210K.
Calamos Wealth Management first reported a position in AutoZone in Q2 2013 and held it in 10 quarters.
Calamos Wealth Management's AutoZone position peaked at $1.63M in Q2 2016.
1,334 funds tracked by Wall St. Rank held AutoZone as of Q4 2025.

Based on Calamos Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.