Congress Wealth Management’s AutoZone AZO Stock Holding History

Congress 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 Q2	$874K	Sell	235 -1	-0.4%	-$3.69K	0.01%	742
2025 Q1	$901K	Buy	236 +39	+20%	+$135K	0.01%	658
2024 Q4	$632K	Hold	197	–	–	0.01%	590
2024 Q3	$623K	Sell	197 -3	-2%	-$9.21K	0.01%	596
2024 Q2	$593K	Buy	200 +2	+1%	+$5.86K	0.01%	510
2024 Q1	$625K	Buy	198 +2	+1%	+$5.72K	0.01%	430
2023 Q4	$508K	Sell	196 -74	-27%	-$192K	0.01%	460
2023 Q3	$687K	Buy	+270	New	+$678K	0.01%	411

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Congress Wealth Management's AZO Position: Q2 2025 in Review

Congress Wealth Management reduced its AutoZone (AZO) stake by 0.42% in Q2 2025, selling an estimated $3.69K and leaving 235 shares worth $874K. The position accounts for 0.01% of the portfolio, ranked #742.

Congress Wealth Management first reported a position in AZO in Q3 2023 and has held it in 8 quarters since. The position peaked at $901K in Q1 2025. 1,302 funds tracked by Wall St. Rank hold AZO as of Q2 2025.

Congress Wealth Management held 235 shares of AutoZone worth $874K as of Q2 2025.
Congress Wealth Management sold 1 AutoZone share in Q2 2025, an estimated $3.69K.
AutoZone made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #742 holding.
Congress Wealth Management first reported a position in AutoZone in Q3 2023 and has held it in 8 quarters since.
Congress Wealth Management's AutoZone position peaked at $901K in Q1 2025.
1,302 funds tracked by Wall St. Rank held AutoZone as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.