Betterment LLC
AZO icon

Betterment LLC’s AutoZone AZO Stock Holding History

Betterment LLC’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 		$483K Buy
151
+2
+1% +$6.64K ﹤0.01% 491
2026
Q1 		$503K Sell
149
-3
-2% -$10.8K ﹤0.01% 434
2025
Q4 		$516K Hold
152
– – ﹤0.01% 401
2025
Q3 		$652K Sell
152
-2
-1% -$8.02K ﹤0.01% 342
2025
Q2 		$572K Hold
154
– – ﹤0.01% 335
2025
Q1 		$587K Hold
154
– – ﹤0.01% 316
2024
Q4 		$493K Hold
154
– – ﹤0.01% 330
2024
Q3 		$485K Buy
154
+3
+2% +$9.21K ﹤0.01% 312
2024
Q2 		$448K Buy
+151
New +$442K ﹤0.01% 294

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 $3.38T AUM 44.17% 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

Betterment LLC's AZO Position: Q2 2026 in Review

Betterment LLC increased its AutoZone (AZO) stake by 1.3% in Q2 2026, buying an estimated $6.64K and bringing the position to 151 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Betterment LLC first reported a position in AZO in Q2 2024 and has held it in 9 quarters since. The position peaked at $652K in Q3 2025. 1,271 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Betterment LLC held 151 shares of AutoZone worth $483K as of Q2 2026.
  • Betterment LLC bought 2 AutoZone shares in Q2 2026, an estimated $6.64K.
  • AutoZone made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #491 holding.
  • Betterment LLC first reported a position in AutoZone in Q2 2024 and has held it in 9 quarters since.
  • Betterment LLC's AutoZone position peaked at $652K in Q3 2025.
  • 1,271 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.