Essential Planning’s AutoZone AZO Stock Holding History

Essential Planning’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 Q1	–	Sell	-65	Closed	-$206K	–	96
2024 Q4	$206K	Buy	+65	New	+$206K	﹤0.01%	306

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Essential Planning's AZO Position: Q1 2025 in Review

Essential Planning sold out of AutoZone (AZO) in Q1 2025, closing a stake of 65 shares — an estimated $206K sold.

Essential Planning first reported a position in AZO in Q4 2024 and held it in 1 quarter. The position peaked at $206K in Q4 2024. 1,268 funds tracked by Wall St. Rank hold AZO as of Q1 2025.

Essential Planning reported no remaining AutoZone position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 65 AutoZone shares in Q1 2025, an estimated $206K.
Essential Planning first reported a position in AutoZone in Q4 2024 and held it in 1 quarter.
Essential Planning's AutoZone position peaked at $206K in Q4 2024.
1,268 funds tracked by Wall St. Rank held AutoZone as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.