OAS
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Optivise Advisory Services’s AutoZone AZO Stock Holding History

Optivise Advisory Services’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
-55
Closed -$205K – 201
2025
Q2 		$205K Buy
+55
New +$203K 0.1% 197
2025
Q1 		– Sell
-70
Closed -$223K – 199
2024
Q4 		$223K Buy
+70
New +$222K 0.12% 157
2024
Q3 		– Sell
-77
Closed -$229K – 167
2024
Q2 		$229K Buy
+77
New +$225K 0.12% 161

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Optivise Advisory Services's AZO Position: Q3 2025 in Review

Optivise Advisory Services sold out of AutoZone (AZO) in Q3 2025, closing a stake of 55 shares — an estimated $205K sold.

Optivise Advisory Services first reported a position in AZO in Q2 2024 and held it in 3 quarters. The position peaked at $229K in Q2 2024. 1,350 funds tracked by Wall St. Rank hold AZO as of Q3 2025.

  • Optivise Advisory Services reported no remaining AutoZone position as of Q3 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 55 AutoZone shares in Q3 2025, an estimated $205K.
  • Optivise Advisory Services first reported a position in AutoZone in Q2 2024 and held it in 3 quarters.
  • Optivise Advisory Services's AutoZone position peaked at $229K in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held AutoZone as of Q3 2025.

Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.