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Capital Performance Advisors’s AutoZone AZO Stock Holding History

Capital Performance 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
-51
Closed -$217K – 451
2025
Q3 		$217K Buy
+51
New +$205K 0.04% 298
2024
Q4 		– Sell
-12
Closed -$36.5K – 427
2024
Q3 		$36.5K Buy
+12
New +$36.8K 0.01% 434

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Capital Performance Advisors's AZO Position: Q4 2025 in Review

Capital Performance Advisors sold out of AutoZone (AZO) in Q4 2025, closing a stake of 51 shares — an estimated $217K sold.

Capital Performance Advisors first reported a position in AZO in Q3 2024 and held it in 2 quarters. The position peaked at $217K in Q3 2025. 1,335 funds tracked by Wall St. Rank hold AZO as of Q4 2025.

  • Capital Performance Advisors reported no remaining AutoZone position as of Q4 2025 after selling out during the quarter.
  • Capital Performance Advisors sold 51 AutoZone shares in Q4 2025, an estimated $217K.
  • Capital Performance Advisors first reported a position in AutoZone in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's AutoZone position peaked at $217K in Q3 2025.
  • 1,335 funds tracked by Wall St. Rank held AutoZone as of Q4 2025.

Based on Capital Performance Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.