GeoWealth Management’s AutoZone AZO Stock Holding History

GeoWealth 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 Q3	–	Sell	-30	Closed	-$111K	–	804
2025 Q2	$111K	Sell	30 -1	-3%	-$3.69K	﹤0.01%	791
2025 Q1	$118K	Sell	31 -34	-52%	-$117K	﹤0.01%	761
2024 Q4	$208K	Sell	65 -5	-7%	-$15.8K	0.01%	752
2024 Q3	$221K	Sell	70 -11	-14%	-$33.8K	0.01%	688
2024 Q2	$240K	Buy	81 +11	+16%	+$32.2K	0.01%	637
2024 Q1	$221K	Buy	+70	New	+$200K	0.01%	658

Other funds holding AZO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

GeoWealth Management's AZO Position: Q3 2025 in Review

GeoWealth Management sold out of AutoZone (AZO) in Q3 2025, closing a stake of 30 shares — an estimated $111K sold.

GeoWealth Management first reported a position in AZO in Q1 2024 and held it in 6 quarters. The position peaked at $240K in Q2 2024. 1,349 funds tracked by Wall St. Rank hold AZO as of Q3 2025.

GeoWealth Management reported no remaining AutoZone position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 30 AutoZone shares in Q3 2025, an estimated $111K.
GeoWealth Management first reported a position in AutoZone in Q1 2024 and held it in 6 quarters.
GeoWealth Management's AutoZone position peaked at $240K in Q2 2024.
1,349 funds tracked by Wall St. Rank held AutoZone as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.