AWA
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Arkadios Wealth Advisors’s AutoZone AZO Stock Holding History

Arkadios 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
2026
Q2 		$230K Sell
72
-1,023
-93% -$3.4M ﹤0.01% 1554
2026
Q1 		$3.7M Buy
1,095
+20
+2% +$71.8K 0.06% 328
2025
Q4 		$3.65M Sell
1,075
-13
-1% -$49.1K 0.07% 284
2025
Q3 		$4.67M Buy
1,088
+25
+2% +$100K 0.11% 200
2025
Q2 		$3.95M Buy
1,063
+49
+5% +$181K 0.12% 200
2025
Q1 		$3.87M Sell
1,014
-11
-1% -$38K 0.15% 160
2024
Q4 		$3.28M Sell
1,025
-90
-8% -$285K 0.18% 119
2024
Q3 		$3.51M Buy
1,115
+333
+43% +$1.02M 0.2% 111
2024
Q2 		$2.32M Buy
782
+25
+3% +$73.2K 0.16% 143
2024
Q1 		$2.39M Sell
757
-39
-5% -$111K 0.19% 127
2023
Q4 		$2.06M Buy
796
+30
+4% +$77.8K 0.17% 127
2023
Q3 		$1.95M Buy
766
+10
+1% +$25.1K 0.18% 129
2023
Q2 		$1.88M Buy
756
+8
+1% +$20.4K 0.22% 114
2023
Q1 		$1.84M Buy
748
+184
+33% +$449K 0.22% 121
2022
Q4 		$1.39M Sell
564
-9
-2% -$21.8K 0.18% 134
2022
Q3 		$1.23M Sell
573
-160
-22% -$349K 0.19% 140
2022
Q2 		$1.57M Buy
733
+472
+181% +$971K 0.23% 120
2022
Q1 		$534K Buy
+261
New +$510K 0.07% 301
2021
Q4 		– Sell
-4
Closed -$6K – 673
2021
Q3 		$6K Hold
4
– – ﹤0.01% 1547
2021
Q2 		$5K Buy
4
+1
+33% +$1.45K ﹤0.01% 1707
2021
Q1 		$4K Buy
+3
New +$3.71K ﹤0.01% 1399
2020
Q1 		– Sell
-1
Closed -$1.07K – 1215
2019
Q4 		$1.07K Buy
+1
New +$1.16K ﹤0.01% 882

Other funds holding AZO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Arkadios Wealth Advisors's AZO Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its AutoZone (AZO) stake by 93% in Q2 2026, selling an estimated $3.4M and leaving 72 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

Arkadios Wealth Advisors first reported a position in AZO in Q4 2019 and has held it in 22 quarters since. The position peaked at $4.67M in Q3 2025. 1,265 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Arkadios Wealth Advisors held 72 shares of AutoZone worth $230K as of Q2 2026.
  • Arkadios Wealth Advisors sold 1,023 AutoZone shares in Q2 2026, an estimated $3.4M.
  • AutoZone made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1554 holding.
  • Arkadios Wealth Advisors first reported a position in AutoZone in Q4 2019 and has held it in 22 quarters since.
  • Arkadios Wealth Advisors's AutoZone position peaked at $4.67M in Q3 2025.
  • 1,265 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.