Crestwood Advisors Group’s AutoZone AZO Stock Holding History

Crestwood Advisors Group’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	$497K	Sell	147 -14	-9%	-$50.2K	0.01%	425
2025 Q4	$547K	Sell	161 -23	-13%	-$86.9K	0.01%	375
2025 Q3	$791K	Buy	184 +3	+2%	+$12K	0.01%	307
2025 Q2	$673K	Buy	181 +1	+0.6%	+$3.69K	0.01%	309
2025 Q1	$687K	Buy	180 +29	+19%	+$100K	0.01%	306
2024 Q4	$484K	Buy	151 +32	+27%	+$101K	0.01%	311
2024 Q3	$375K	Sell	119 -15	-11%	-$46.1K	0.01%	338
2024 Q2	$397K	Sell	134 -1	-0.7%	-$2.93K	0.01%	312
2024 Q1	$425K	Buy	135 +4	+3%	+$11.4K	0.01%	302
2023 Q4	$339K	Buy	131 +6	+5%	+$15.6K	0.01%	312
2023 Q3	$318K	Sell	125 -12	-9%	-$30.1K	0.01%	289
2023 Q2	$342K	Sell	137 -4	-3%	-$10.2K	0.01%	205
2023 Q1	$347K	Sell	141 -14	-9%	-$34.1K	0.01%	211
2022 Q4	$382K	Buy	+155	New	+$375K	0.01%	207
2020 Q3	–	Sell	-202	Closed	-$228K	–	242
2020 Q2	$228K	Buy	+202	New	+$213K	0.01%	212
2020 Q1	–	Sell	-172	Closed	-$205K	–	228
2019 Q4	$205K	Buy	+172	New	+$199K	0.01%	245

Other funds holding AZO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Crestwood Advisors Group's AZO Position: Q1 2026 in Review

Crestwood Advisors Group reduced its AutoZone (AZO) stake by 8.7% in Q1 2026, selling an estimated $50.2K and leaving 147 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #425.

Crestwood Advisors Group first reported a position in AZO in Q4 2019 and has held it in 16 quarters since. The position peaked at $791K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Crestwood Advisors Group held 147 shares of AutoZone worth $497K as of Q1 2026.
Crestwood Advisors Group sold 14 AutoZone shares in Q1 2026, an estimated $50.2K.
AutoZone made up 0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #425 holding.
Crestwood Advisors Group first reported a position in AutoZone in Q4 2019 and has held it in 16 quarters since.
Crestwood Advisors Group's AutoZone position peaked at $791K in Q3 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.