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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
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

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

Dakota Wealth Management's AZO Position: Q1 2026 in Review

Dakota Wealth Management reduced its AutoZone (AZO) stake by 16% in Q1 2026, selling an estimated $86.1K and leaving 124 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #581.

Dakota Wealth Management first reported a position in AZO in Q1 2019 and has held it in 24 quarters since. The position peaked at $11.8M in Q2 2023. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

  • Dakota Wealth Management held 124 shares of AutoZone worth $419K as of Q1 2026.
  • Dakota Wealth Management sold 24 AutoZone shares in Q1 2026, an estimated $86.1K.
  • AutoZone made up 0.01% of Dakota Wealth Management's portfolio in Q1 2026, its #581 holding.
  • Dakota Wealth Management first reported a position in AutoZone in Q1 2019 and has held it in 24 quarters since.
  • Dakota Wealth Management's AutoZone position peaked at $11.8M in Q2 2023.
  • 1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.