Compass Ion Advisors’s AutoZone AZO Stock Holding History

Compass Ion 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
2026 Q3	$852K	Hold	301	–	–	0.07%	140
2026 Q2	$962K	Hold	301	–	–	0.08%	126
2026 Q1	$1.02M	Buy	301 +25	+9%	+$89.7K	0.1%	113
2025 Q4	$936K	Sell	276 -132	-32%	-$499K	0.09%	116
2025 Q3	$1.75M	Sell	408 -1	-0.2%	-$4.01K	0.17%	71
2025 Q2	$1.52M	Buy	409 +1	+0.2%	+$3.69K	0.16%	72
2025 Q1	$1.56M	Hold	408	–	–	0.18%	71
2024 Q4	$1.31M	Hold	408	–	–	0.16%	83
2024 Q3	$1.29M	Hold	408	–	–	0.16%	81
2024 Q2	$1.29M	Hold	408	–	–	0.18%	68
2024 Q1	$1.29M	Sell	408 -313	-43%	-$895K	0.18%	69
2023 Q4	$1.86M	Sell	721 -1	-0.1%	-$2.59K	0.29%	51
2023 Q3	$1.83M	Buy	+722	New	+$1.81M	0.31%	48

Other funds holding AZO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Compass Ion Advisors's AZO Position: Q3 2026 in Review

Compass Ion Advisors held its AutoZone (AZO) position steady in Q3 2026 at 301 shares worth $852K. The position accounts for 0.07% of the portfolio, ranked #140.

Compass Ion Advisors first reported a position in AZO in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.86M in Q4 2023. 1,018 funds tracked by Wall St. Rank hold AZO as of Q3 2026.

Compass Ion Advisors held 301 shares of AutoZone worth $852K as of Q3 2026.
Compass Ion Advisors left its AutoZone share count unchanged in Q3 2026.
AutoZone made up 0.07% of Compass Ion Advisors's portfolio in Q3 2026, its #140 holding.
Compass Ion Advisors first reported a position in AutoZone in Q3 2023 and has held it in 13 quarters since.
Compass Ion Advisors's AutoZone position peaked at $1.86M in Q4 2023.
1,018 funds tracked by Wall St. Rank held AutoZone as of Q3 2026.

Based on Compass Ion Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.