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Clearstead Advisors’s AutoZone AZO Stock Holding History

Clearstead 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
Q1 		$277K Sell
82
-47
-36% -$169K ﹤0.01% 888
2025
Q4 		$438K Sell
129
-50
-28% -$189K 0.01% 695
2025
Q3 		$768K Buy
179
+86
+92% +$345K 0.01% 519
2025
Q2 		$345K Sell
93
-39
-30% -$144K ﹤0.01% 718
2025
Q1 		$503K Sell
132
-3
-2% -$10.4K 0.01% 577
2024
Q4 		$432K Hold
135
– – 0.01% 618
2024
Q3 		$425K Buy
135
+34
+34% +$104K 0.01% 611
2024
Q2 		$299K Buy
101
+47
+87% +$138K 0.01% 680
2024
Q1 		$159K Sell
54
-2
-4% -$5.72K 0.01% 505
2023
Q4 		$145K Sell
56
-40
-42% -$104K 0.01% 511
2023
Q3 		$244K Buy
96
+48
+100% +$120K 0.01% 533
2023
Q2 		$120K Sell
48
-2
-4% -$5.1K 0.01% 534
2023
Q1 		$123K Buy
50
+42
+525% +$102K 0.01% 472
2022
Q4 		$19.7K Hold
8
– – ﹤0.01% 800
2022
Q3 		$17K Hold
8
– – ﹤0.01% 799
2022
Q2 		$17K Buy
8
+6
+300% +$12.3K ﹤0.01% 833
2022
Q1 		$4K Hold
2
– – ﹤0.01% 1095
2021
Q4 		$4K Hold
2
– – ﹤0.01% 1013
2021
Q3 		$3K Hold
2
– – ﹤0.01% 1072
2021
Q2 		$3K Sell
2
-6
-75% -$8.7K ﹤0.01% 949
2021
Q1 		$11K Buy
+8
New +$9.9K ﹤0.01% 769

Other funds holding AZO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clearstead Advisors's AZO Position: Q1 2026 in Review

Clearstead Advisors reduced its AutoZone (AZO) stake by 36% in Q1 2026, selling an estimated $169K and leaving 82 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Clearstead Advisors first reported a position in AZO in Q1 2021 and has held it in 21 quarters since. The position peaked at $768K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

  • Clearstead Advisors held 82 shares of AutoZone worth $277K as of Q1 2026.
  • Clearstead Advisors sold 47 AutoZone shares in Q1 2026, an estimated $169K.
  • AutoZone made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #888 holding.
  • Clearstead Advisors first reported a position in AutoZone in Q1 2021 and has held it in 21 quarters since.
  • Clearstead Advisors's AutoZone position peaked at $768K in Q3 2025.
  • 1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.