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
2026 Q3	$832K	Hold	294	–	–	0.16%	97
2026 Q2	$940K	Buy	+294	New	+$977K	0.18%	94
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Compass Wealth Management's AZO Position: Q3 2026 in Review

Compass Wealth Management held its AutoZone (AZO) position steady in Q3 2026 at 294 shares worth $832K. The position accounts for 0.16% of the portfolio, ranked #97.

Compass Wealth Management first reported a position in AZO in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.55M in Q3 2025. 693 funds tracked by Wall St. Rank hold AZO as of Q3 2026.

Compass Wealth Management held 294 shares of AutoZone worth $832K as of Q3 2026.
Compass Wealth Management left its AutoZone share count unchanged in Q3 2026.
AutoZone made up 0.16% of Compass Wealth Management's portfolio in Q3 2026, its #97 holding.
Compass Wealth Management first reported a position in AutoZone in Q4 2022 and has held it in 14 quarters since.
Compass Wealth Management's AutoZone position peaked at $1.55M in Q3 2025.
693 funds tracked by Wall St. Rank held AutoZone as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.