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Carolina Wealth Advisors’s AutoZone AZO Stock Holding History

Carolina Wealth 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
Q3 		– Sell
-288
Closed -$1.07M – 240
2025
Q2 		$1.07M Buy
288
+75
+35% +$276K 0.53% 38
2025
Q1 		$812K Buy
213
+161
+310% +$556K 0.44% 40
2024
Q4 		$167K Buy
52
+37
+247% +$117K 0.09% 69
2024
Q3 		$47.3K Buy
+15
New +$46.1K 0.02% 119

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Carolina Wealth Advisors's AZO Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of AutoZone (AZO) in Q3 2025, closing a stake of 288 shares — an estimated $1.07M sold.

Carolina Wealth Advisors first reported a position in AZO in Q3 2024 and held it in 4 quarters. The position peaked at $1.07M in Q2 2025. 1,350 funds tracked by Wall St. Rank hold AZO as of Q3 2025.

  • Carolina Wealth Advisors reported no remaining AutoZone position as of Q3 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 288 AutoZone shares in Q3 2025, an estimated $1.07M.
  • Carolina Wealth Advisors first reported a position in AutoZone in Q3 2024 and held it in 4 quarters.
  • Carolina Wealth Advisors's AutoZone position peaked at $1.07M in Q2 2025.
  • 1,350 funds tracked by Wall St. Rank held AutoZone as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.