Capstone Investment Advisors
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Capstone Investment Advisors’s AutoZone AZO Stock Holding History

Capstone Investment 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
2025
Q4 		– Sell
-262
Closed -$1.12M – 1604
2025
Q3 		$1.12M Buy
262
+174
+198% +$698K ﹤0.01% 963
2025
Q2 		$327K Buy
+88
New +$324K ﹤0.01% 1351
2025
Q1 		– Sell
-492
Closed -$1.58M – 1379
2024
Q4 		$1.58M Buy
492
+156
+46% +$494K ﹤0.01% 924
2024
Q3 		$1.06M Buy
336
+36
+12% +$111K ﹤0.01% 939
2024
Q2 		$889K Hold
300
– – ﹤0.01% 1039
2024
Q1 		$945K Buy
300
+297
+9,900% +$849K ﹤0.01% 1185
2023
Q4 		$7.76K Buy
+3
New +$7.78K ﹤0.01% 2060
2022
Q1 		– Sell
-20
Closed -$42K – 2059
2021
Q4 		$42K Buy
20
+12
+150% +$22.3K ﹤0.01% 1749
2021
Q3 		$14K Buy
+8
New +$12.8K ﹤0.01% 1917
2021
Q1 		– Sell
-12
Closed -$14K – 1664
2020
Q4 		$14K Buy
+12
New +$13.9K ﹤0.01% 1649
2020
Q1 		– Sell
-866
Closed -$900K – 1143
2019
Q4 		$1.03M Buy
+866
New +$1M 0.01% 999
2019
Q3 		– Sell
-108
Closed -$121K – 1348
2019
Q2 		$119K Buy
108
+75
+227% +$78.9K ﹤0.01% 1304
2019
Q1 		$34K Buy
+33
New +$29.6K ﹤0.01% 1241
2018
Q4 		– Sell
-262
Closed -$210K – 1244
2018
Q3 		$203K Buy
+262
New +$193K ﹤0.01% 1009
2017
Q2 		– Sell
-1,197
Closed -$865K – 640
2017
Q1 		$865K Buy
+1,197
New +$886K 0.02% 459
2016
Q1 		– Sell
-1,200
Closed -$890K – 642
2015
Q4 		$890K Buy
+1,200
New +$916K 0.02% 254
2014
Q1 		– Sell
-1,817
Closed -$868K – 380
2013
Q4 		$868K Buy
+1,817
New +$815K 0.01% 406

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

Capstone Investment Advisors's AZO Position: Q4 2025 in Review

Capstone Investment Advisors sold out of AutoZone (AZO) in Q4 2025, closing a stake of 262 shares — an estimated $1.12M sold.

Capstone Investment Advisors first reported a position in AZO in Q4 2013 and held it in 17 quarters. The position peaked at $1.58M in Q4 2024. 1,335 funds tracked by Wall St. Rank hold AZO as of Q4 2025.

  • Capstone Investment Advisors reported no remaining AutoZone position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 262 AutoZone shares in Q4 2025, an estimated $1.12M.
  • Capstone Investment Advisors first reported a position in AutoZone in Q4 2013 and held it in 17 quarters.
  • Capstone Investment Advisors's AutoZone position peaked at $1.58M in Q4 2024.
  • 1,335 funds tracked by Wall St. Rank held AutoZone as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.