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Golden State Wealth Management’s AutoZone AZO Stock Holding History

Golden State 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
-7
Closed -$30K – 1687
2025
Q3 		$30K Hold
7
– – ﹤0.01% 808
2025
Q2 		$26K Sell
7
-7
-50% -$25.8K ﹤0.01% 813
2025
Q1 		$53.4K Buy
14
+7
+100% +$24.2K 0.01% 579
2024
Q4 		$22.4K Buy
+7
New +$22.2K ﹤0.01% 743

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Golden State Wealth Management's AZO Position: Q4 2025 in Review

Golden State Wealth Management sold out of AutoZone (AZO) in Q4 2025, closing a stake of 7 shares — an estimated $30K sold.

Golden State Wealth Management first reported a position in AZO in Q4 2024 and held it in 4 quarters. The position peaked at $53.4K in Q1 2025. 1,335 funds tracked by Wall St. Rank hold AZO as of Q4 2025.

  • Golden State Wealth Management reported no remaining AutoZone position as of Q4 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 7 AutoZone shares in Q4 2025, an estimated $30K.
  • Golden State Wealth Management first reported a position in AutoZone in Q4 2024 and held it in 4 quarters.
  • Golden State Wealth Management's AutoZone position peaked at $53.4K in Q1 2025.
  • 1,335 funds tracked by Wall St. Rank held AutoZone as of Q4 2025.

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