Delap Wealth Advisory’s AutoZone AZO Stock Holding History

Delap Wealth Advisory’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	$402K	Hold	119	–	–	0.15%	61
2025 Q4	$404K	Hold	119	–	–	0.16%	68
2025 Q3	$506K	Hold	119	–	–	0.21%	49
2025 Q2	$442K	Hold	119	–	–	0.21%	47
2025 Q1	$454K	Hold	119	–	–	0.25%	43
2024 Q4	$381K	Hold	119	–	–	0.23%	49
2024 Q3	$375K	Sell	119 -5	-4%	-$15.4K	0.24%	40
2024 Q2	$368K	Sell	124 -25	-17%	-$73.2K	0.17%	67
2024 Q1	$470K	Buy	149 +30	+25%	+$85.8K	0.19%	80
2023 Q4	$308K	Sell	119 -5	-4%	-$13K	0.14%	70
2023 Q3	$315K	Hold	124	–	–	0.3%	37
2023 Q2	$309K	Sell	124 -124	-50%	-$316K	0.3%	34
2023 Q1	$610K	Sell	248 -32	-11%	-$78K	0.63%	27
2022 Q4	$691K	Buy	+280	New	+$677K	0.72%	24

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

Delap Wealth Advisory's AZO Position: Q1 2026 in Review

Delap Wealth Advisory held its AutoZone (AZO) position steady in Q1 2026 at 119 shares worth $402K. The position accounts for 0.15% of the portfolio, ranked #61.

Delap Wealth Advisory first reported a position in AZO in Q4 2022 and has held it in 14 quarters since. The position peaked at $691K in Q4 2022. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Delap Wealth Advisory held 119 shares of AutoZone worth $402K as of Q1 2026.
Delap Wealth Advisory left its AutoZone share count unchanged in Q1 2026.
AutoZone made up 0.15% of Delap Wealth Advisory's portfolio in Q1 2026, its #61 holding.
Delap Wealth Advisory first reported a position in AutoZone in Q4 2022 and has held it in 14 quarters since.
Delap Wealth Advisory's AutoZone position peaked at $691K in Q4 2022.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.