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
2024 Q1	–	Sell	-100	Closed	-$259K	–	2340
2023 Q4	$259K	Buy	+100	New	+$259K	﹤0.01%	1659
2022 Q1	–	Sell	-1,500	Closed	-$3.15M	–	2060
2021 Q4	$3.15M	Hold	1,500	–	–	0.01%	966
2021 Q3	$2.55M	Buy	+1,500	New	+$2.41M	0.01%	1107
2021 Q1	–	Sell	-1,500	Closed	-$1.78M	–	1665
2020 Q4	$1.78M	Sell	1,500 -1,300	-46%	-$1.51M	0.01%	908
2020 Q3	$3.3M	Hold	2,800	–	–	0.02%	641
2020 Q2	$3.16M	Sell	2,800 -800	-22%	-$843K	0.02%	567
2020 Q1	$3.05M	Sell	3,600 -10,300	-74%	-$10.7M	0.05%	402
2019 Q4	$16.6M	Buy	13,900 +6,500	+88%	+$7.51M	0.09%	240
2019 Q3	$8.03M	Buy	7,400 +1,200	+19%	+$1.35M	0.06%	323
2019 Q2	$6.82M	Buy	6,200 +1,600	+35%	+$1.68M	0.05%	383
2019 Q1	$4.71M	Buy	4,600 +1,100	+31%	+$987K	0.04%	370
2018 Q4	$2.93M	Buy	3,500 +1,800	+106%	+$1.44M	0.04%	365
2018 Q3	$1.32M	Buy	+1,700	New	+$1.25M	0.02%	528
2014 Q1	–	Sell	-1,000	Closed	-$477K	–	381
2013 Q4	$477K	Buy	+1,000	New	+$449K	0.01%	433
2013 Q3	–	Sell	-5,200	Closed	-$2.2M	–	508
2013 Q2	$2.2M	Buy	+5,200	New	+$2.12M	0.02%	237

Other funds holding AZO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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. 1,334 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.
1,334 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.