TriaGen Wealth Management’s AutoZone AZO Stock Holding History

TriaGen 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
2026 Q1	$446K	Sell	132 -1	-0.8%	-$3.59K	0.12%	123
2025 Q4	$451K	Hold	133	–	–	0.12%	126
2025 Q3	$571K	Buy	133 +4	+3%	+$16K	0.15%	116
2025 Q2	$479K	Sell	129 -1	-0.8%	-$3.69K	0.15%	116
2025 Q1	$496K	Sell	130 -2	-2%	-$6.9K	0.17%	107
2024 Q4	$423K	Buy	132 +1	+0.8%	+$3.17K	0.14%	117
2024 Q3	$413K	Hold	131	–	–	0.14%	119
2024 Q2	$388K	Hold	131	–	–	0.15%	117
2024 Q1	$413K	Sell	131 -2	-2%	-$5.72K	0.17%	110
2023 Q4	$344K	Buy	133 +5	+4%	+$13K	0.16%	117
2023 Q3	$325K	Hold	128	–	–	0.17%	110
2023 Q2	$319K	Sell	128 -1	-0.8%	-$2.55K	0.15%	129
2023 Q1	$317K	Hold	129	–	–	0.16%	118
2022 Q4	$318K	Hold	129	–	–	0.18%	125
2022 Q3	$276K	Hold	129	–	–	0.15%	131
2022 Q2	$277K	Buy	+129	New	+$265K	0.2%	116

Other funds holding AZO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $528B AUM 27.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return