EP Wealth Advisors’s AutoZone AZO Stock Holding History

EP Wealth Advisors’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	–	Sell	-261	Closed	-$881K	–	1730
2026 Q1	$881K	Buy	261 +66	+34%	+$237K	﹤0.01%	675
2025 Q4	$663K	Buy	+195	New	+$737K	﹤0.01%	751
2025 Q2	$876K	Buy	+236	New	+$870K	0.01%	591

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 $3.38T AUM 44.17% 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

EP Wealth Advisors's AZO Position: Q2 2026 in Review

EP Wealth Advisors sold out of AutoZone (AZO) in Q2 2026, closing a stake of 261 shares — an estimated $881K sold.

EP Wealth Advisors first reported a position in AZO in Q2 2025 and held it in 3 quarters. The position peaked at $881K in Q1 2026. 1,271 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

EP Wealth Advisors reported no remaining AutoZone position as of Q2 2026 after selling out during the quarter.
EP Wealth Advisors sold 261 AutoZone shares in Q2 2026, an estimated $881K.
EP Wealth Advisors first reported a position in AutoZone in Q2 2025 and held it in 3 quarters.
EP Wealth Advisors's AutoZone position peaked at $881K in Q1 2026.
1,271 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.