Cassaday & Co Wealth Management’s AutoZone AZO Stock Holding History

Cassaday & Co 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
2026 Q1	$277K	Sell	82 -11	-12%	-$39.5K	0.01%	297
2025 Q4	$315K	Hold	93	–	–	0.01%	280
2025 Q3	$399K	Hold	93	–	–	0.01%	238
2025 Q2	$345K	Buy	93 +2	+2%	+$7.37K	0.01%	251
2025 Q1	$347K	Sell	91 -2	-2%	-$6.9K	0.01%	233
2024 Q4	$298K	Hold	93	–	–	0.01%	255
2024 Q3	$293K	Buy	93 +10	+12%	+$30.7K	0.01%	243
2024 Q2	$246K	Hold	83	–	–	0.01%	254
2024 Q1	$262K	Buy	+83	New	+$237K	0.01%	246
2023 Q4	–	Sell	-82	Closed	-$208K	–	268
2023 Q3	$208K	Buy	+82	New	+$206K	0.01%	243

Other funds holding AZO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Cassaday & Co Wealth Management's AZO Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its AutoZone (AZO) stake by 12% in Q1 2026, selling an estimated $39.5K and leaving 82 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #297.

Cassaday & Co Wealth Management first reported a position in AZO in Q3 2023 and has held it in 10 quarters since. The position peaked at $399K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Cassaday & Co Wealth Management held 82 shares of AutoZone worth $277K as of Q1 2026.
Cassaday & Co Wealth Management sold 11 AutoZone shares in Q1 2026, an estimated $39.5K.
AutoZone made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #297 holding.
Cassaday & Co Wealth Management first reported a position in AutoZone in Q3 2023 and has held it in 10 quarters since.
Cassaday & Co Wealth Management's AutoZone position peaked at $399K in Q3 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.