Heartwood Wealth Advisors’s AutoZone AZO Stock Holding History

Heartwood Wealth Advisors’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	-39	Closed	-$167K	–	238
2025 Q3	$167K	Buy	+39	New	+$156K	0.02%	215

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Norges Bank Oslo, Norway $1T AUM

Heartwood Wealth Advisors's AZO Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of AutoZone (AZO) in Q4 2025, closing a stake of 39 shares — an estimated $167K sold.

Heartwood Wealth Advisors first reported a position in AZO in Q3 2025 and held it in 1 quarter. The position peaked at $167K in Q3 2025. 1,335 funds tracked by Wall St. Rank hold AZO as of Q4 2025.

Heartwood Wealth Advisors reported no remaining AutoZone position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 39 AutoZone shares in Q4 2025, an estimated $167K.
Heartwood Wealth Advisors first reported a position in AutoZone in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's AutoZone position peaked at $167K in Q3 2025.
1,335 funds tracked by Wall St. Rank held AutoZone as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.