Compass Wealth Management’s AutoZone AZO Stock Holding History

Compass 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	-362	Closed	-$1.55M	–	81
2025 Q3	$1.55M	Sell	362 -1	-0.3%	-$4.01K	0.35%	74
2025 Q2	$1.35M	Sell	363 -24	-6%	-$88.5K	0.32%	78
2025 Q1	$1.48M	Sell	387 -20	-5%	-$69K	0.38%	75
2024 Q4	$1.3M	Hold	407	–	–	0.31%	79
2024 Q3	$1.28M	Hold	407	–	–	0.3%	77
2024 Q2	$1.21M	Hold	407	–	–	0.3%	78
2024 Q1	$1.28M	Sell	407 -20	-5%	-$57.2K	0.32%	80
2023 Q4	$1.1M	Hold	427	–	–	0.31%	82
2023 Q3	$1.08M	Buy	427 +3	+0.7%	+$7.53K	0.34%	82
2023 Q2	$1.06M	Hold	424	–	–	0.32%	82
2023 Q1	$1.04M	Sell	424 -27	-6%	-$65.8K	0.33%	86
2022 Q4	$1.11M	Buy	+451	New	+$1.09M	0.36%	81

Other funds holding AZO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Compass Wealth Management sold out of AutoZone (AZO) in Q4 2025, closing a stake of 362 shares — an estimated $1.55M sold.

Compass Wealth Management first reported a position in AZO in Q4 2022 and held it in 12 quarters. The position peaked at $1.55M in Q3 2025. 1,332 funds tracked by Wall St. Rank hold AZO as of Q4 2025.

Compass Wealth Management reported no remaining AutoZone position as of Q4 2025 after selling out during the quarter.
Compass Wealth Management sold 362 AutoZone shares in Q4 2025, an estimated $1.55M.
Compass Wealth Management first reported a position in AutoZone in Q4 2022 and held it in 12 quarters.
Compass Wealth Management's AutoZone position peaked at $1.55M in Q3 2025.
1,332 funds tracked by Wall St. Rank held AutoZone as of Q4 2025.

Based on Compass Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.