OIS
AZO icon

OneAscent Investment Solutions’s AutoZone AZO Stock Holding History

OneAscent Investment Solutions’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
-97
Closed -$360K – 121
2025
Q2 		$360K Buy
+97
New +$358K 0.38% 75

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

OneAscent Investment Solutions's AZO Position: Q3 2025 in Review

OneAscent Investment Solutions sold out of AutoZone (AZO) in Q3 2025, closing a stake of 97 shares — an estimated $360K sold.

OneAscent Investment Solutions first reported a position in AZO in Q2 2025 and held it in 1 quarter. The position peaked at $360K in Q2 2025. 1,346 funds tracked by Wall St. Rank hold AZO as of Q3 2025.

  • OneAscent Investment Solutions reported no remaining AutoZone position as of Q3 2025 after selling out during the quarter.
  • OneAscent Investment Solutions sold 97 AutoZone shares in Q3 2025, an estimated $360K.
  • OneAscent Investment Solutions first reported a position in AutoZone in Q2 2025 and held it in 1 quarter.
  • OneAscent Investment Solutions's AutoZone position peaked at $360K in Q2 2025.
  • 1,346 funds tracked by Wall St. Rank held AutoZone as of Q3 2025.

Based on OneAscent Investment Solutions's 13F filing for Q3 2025, filed 4 Nov 2025.