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Dakota Wealth Management’s AutoZone AZO Stock Holding History

Dakota Wealth Management’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
Q2 		$352K Sell
110
-14
-11% -$46.5K 0.01% 635
2026
Q1 		$419K Sell
124
-24
-16% -$86.1K 0.01% 581
2025
Q4 		$502K Sell
148
-32
-18% -$121K 0.01% 558
2025
Q3 		$772K Sell
180
-133
-42% -$534K 0.02% 401
2025
Q2 		$1.16M Buy
313
+50
+19% +$184K 0.02% 358
2025
Q1 		$1M Sell
263
-13
-5% -$44.9K 0.02% 374
2024
Q4 		$884K Sell
276
-25
-8% -$79.2K 0.02% 388
2024
Q3 		$948K Sell
301
-4
-1% -$12.3K 0.02% 378
2024
Q2 		$904K Sell
305
-20
-6% -$58.5K 0.02% 385
2024
Q1 		$1.02M Buy
325
+12
+4% +$34.3K 0.03% 364
2023
Q4 		$809K Sell
313
-382
-55% -$991K 0.03% 344
2023
Q3 		$1.77M Sell
695
-4,020
-85% -$10.1M 0.08% 220
2023
Q2 		$11.8M Buy
4,715
+835
+22% +$2.13M 0.55% 46
2023
Q1 		$9.54M Buy
3,880
+3,358
+643% +$8.19M 0.64% 39
2022
Q4 		$1.29M Sell
522
-2,428
-82% -$5.87M 0.09% 193
2022
Q3 		$6.32M Buy
2,950
+2,856
+3,038% +$6.22M 0.51% 44
2022
Q2 		$202K Buy
+94
New +$193K 0.02% 445
2021
Q1 		– Sell
-1,153
Closed -$1.37M – 318
2020
Q4 		$1.37M Sell
1,153
-45
-4% -$52.1K 0.18% 122
2020
Q3 		$1.41M Sell
1,198
-66
-5% -$78K 0.22% 98
2020
Q2 		$1.43M Buy
1,264
+283
+29% +$298K 0.24% 102
2020
Q1 		$830K Sell
981
-982
-50% -$1.02M 0.18% 114
2019
Q4 		$2.34M Buy
1,963
+868
+79% +$1M 0.38% 79
2019
Q3 		$1.19M Buy
1,095
+610
+126% +$684K 0.2% 107
2019
Q2 		$533K Buy
485
+45
+10% +$47.4K 0.1% 174
2019
Q1 		$451K Buy
+440
New +$395K 0.09% 189

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

Dakota Wealth Management's AZO Position: Q2 2026 in Review

Dakota Wealth Management reduced its AutoZone (AZO) stake by 11% in Q2 2026, selling an estimated $46.5K and leaving 110 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #635.

Dakota Wealth Management first reported a position in AZO in Q1 2019 and has held it in 25 quarters since. The position peaked at $11.8M in Q2 2023. 1,270 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Dakota Wealth Management held 110 shares of AutoZone worth $352K as of Q2 2026.
  • Dakota Wealth Management sold 14 AutoZone shares in Q2 2026, an estimated $46.5K.
  • AutoZone made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #635 holding.
  • Dakota Wealth Management first reported a position in AutoZone in Q1 2019 and has held it in 25 quarters since.
  • Dakota Wealth Management's AutoZone position peaked at $11.8M in Q2 2023.
  • 1,270 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.