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
2018 Q2	–	Sell	-100	Closed	-$2K	–	2053
2018 Q1	$2K	Buy	+100	New	+$71.6K	﹤0.01%	1985
2016 Q4	–	Sell	-1,000	Closed	-$1K	–	4617
2016 Q3	$1K	Buy	+1,000	New	+$778K	﹤0.01%	4350
2014 Q2	–	Sell	-400	Closed	-$1K	–	3772
2014 Q1	$1K	Buy	+400	New	+$208K	﹤0.01%	3476

Other funds holding AZO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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.