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Waldron Private Wealth’s AutoZone AZO Stock Holding History

Waldron Private Wealth’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
Q1 		– Sell
-362
Closed -$1.16M – 306
2024
Q4 		$1.16M Buy
362
+28
+8% +$88.7K 0.05% 153
2024
Q3 		$1.05M Buy
334
+24
+8% +$73.7K 0.04% 156
2024
Q2 		$919K Sell
310
-2
-0.6% -$5.86K 0.04% 164
2024
Q1 		$983K Buy
312
+5
+2% +$14.3K 0.04% 166
2023
Q4 		$794K Sell
307
-38
-11% -$98.6K 0.04% 182
2023
Q3 		$876K Buy
345
+7
+2% +$17.6K 0.05% 163
2023
Q2 		$843K Sell
338
-40
-11% -$102K 0.04% 169
2023
Q1 		$929K Buy
378
+21
+6% +$51.2K 0.05% 175
2022
Q4 		$764K Hold
357
– – 0.05% 185
2022
Q3 		$764K Buy
357
+6
+2% +$13.1K 0.05% 185
2022
Q2 		$754K Buy
351
+5
+1% +$10.3K 0.04% 196
2022
Q1 		$707K Buy
346
+5
+1% +$9.77K 0.04% 219
2021
Q4 		$714K Buy
341
+2
+0.6% +$3.72K 0.04% 217
2021
Q3 		$575K Buy
339
+127
+60% +$204K 0.03% 209
2021
Q2 		$316K Sell
212
-2
-0.9% -$2.9K 0.02% 265
2021
Q1 		$300K Buy
214
+2
+0.9% +$2.48K 0.02% 244
2020
Q4 		$251K Sell
212
-3
-1% -$3.47K 0.02% 254
2020
Q3 		$253K Buy
+215
New +$254K 0.02% 228
2020
Q1 		– Sell
-174
Closed -$207K – 245
2019
Q4 		$207K Buy
+174
New +$201K 0.02% 260
2019
Q2 		– Sell
-214
Closed -$219K – 245
2019
Q1 		$219K Sell
214
-98
-31% -$88K 0.02% 232
2018
Q4 		$261K Buy
+312
New +$250K 0.04% 175

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Waldron Private Wealth's AZO Position: Q1 2025 in Review

Waldron Private Wealth sold out of AutoZone (AZO) in Q1 2025, closing a stake of 362 shares — an estimated $1.16M sold.

Waldron Private Wealth first reported a position in AZO in Q4 2018 and held it in 21 quarters. The position peaked at $1.16M in Q4 2024. 1,268 funds tracked by Wall St. Rank hold AZO as of Q1 2025.

  • Waldron Private Wealth reported no remaining AutoZone position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 362 AutoZone shares in Q1 2025, an estimated $1.16M.
  • Waldron Private Wealth first reported a position in AutoZone in Q4 2018 and held it in 21 quarters.
  • Waldron Private Wealth's AutoZone position peaked at $1.16M in Q4 2024.
  • 1,268 funds tracked by Wall St. Rank held AutoZone as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.