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Blue Zone Wealth Advisors’s AutoZone AZO Stock Holding History

Blue Zone 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 		$8.2M Sell
2,566
-16
-0.6% -$53.2K 1.43% 19
2026
Q1 		$8.72M Buy
2,582
+2
+0.1% +$7.18K 1.77% 12
2025
Q4 		$8.75M Buy
2,580
+196
+8% +$740K 1.67% 15
2025
Q3 		$10.2M Buy
2,384
+58
+2% +$233K 2.04% 9
2025
Q2 		$8.63M Buy
2,326
+21
+0.9% +$77.4K 2.16% 10
2025
Q1 		$8.79M Sell
2,305
-211
-8% -$728K 2.44% 6
2024
Q4 		$8.06M Buy
2,516
+27
+1% +$85.5K 2.32% 8
2024
Q3 		$7.84M Buy
2,489
+44
+2% +$135K 2.44% 5
2024
Q2 		$7.25M Sell
2,445
-47
-2% -$138K 2.5% 6
2024
Q1 		$7.85M Buy
2,492
+37
+2% +$106K 2.7% 5
2023
Q4 		$6.35M Buy
2,455
+25
+1% +$64.8K 2.53% 8
2023
Q3 		$6.17M Buy
2,430
+38
+2% +$95.4K 2.71% 6
2023
Q2 		$5.96M Buy
+2,392
New +$6.1M 2.75% 7

Other funds holding AZO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Blue Zone Wealth Advisors's AZO Position: Q2 2026 in Review

Blue Zone Wealth Advisors reduced its AutoZone (AZO) stake by 0.62% in Q2 2026, selling an estimated $53.2K and leaving 2,566 shares worth $8.2M. The position accounts for 1.43% of the portfolio, ranked #19.

Blue Zone Wealth Advisors first reported a position in AZO in Q2 2023 and has held it in 13 quarters since. The position peaked at $10.2M in Q3 2025. 176 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Blue Zone Wealth Advisors held 2,566 shares of AutoZone worth $8.2M as of Q2 2026.
  • Blue Zone Wealth Advisors sold 16 AutoZone shares in Q2 2026, an estimated $53.2K.
  • AutoZone made up 1.43% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Blue Zone Wealth Advisors first reported a position in AutoZone in Q2 2023 and has held it in 13 quarters since.
  • Blue Zone Wealth Advisors's AutoZone position peaked at $10.2M in Q3 2025.
  • 176 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.