Creative Planning
AZO icon

Creative Planning’s AutoZone AZO Stock Holding History

Creative Planning’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
2015
Q2 		– Sell
-400
Closed -$3K – 1254
2015
Q1 		$3K Buy
400
+200
+100% +$126K ﹤0.01% 3723
2014
Q4 		$1K Buy
+200
New +$113K ﹤0.01% 3949
2014
Q2 		– Sell
-500
Closed -$3K – 3771
2014
Q1 		$3K Buy
+500
New +$259K ﹤0.01% 3240

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

Creative Planning's AZO Position: Q2 2026 in Review

Creative Planning reduced its AutoZone (AZO) stake by 12% in Q2 2026, selling an estimated $2.03M and leaving 4,587 shares worth $14.7M. The position accounts for 0.01% of the portfolio, ranked #639.

Creative Planning first reported a position in AZO in Q2 2013 and has held it in 52 quarters since. The position peaked at $22.2M in Q3 2025. 1,266 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Creative Planning held 4,587 shares of AutoZone worth $14.7M as of Q2 2026.
  • Creative Planning sold 612 AutoZone shares in Q2 2026, an estimated $2.03M.
  • AutoZone made up 0.01% of Creative Planning's portfolio in Q2 2026, its #639 holding.
  • Creative Planning first reported a position in AutoZone in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's AutoZone position peaked at $22.2M in Q3 2025.
  • 1,266 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.