EWA
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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
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

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

EP Wealth Advisors's AZO Position: Q1 2026 in Review

EP Wealth Advisors increased its AutoZone (AZO) stake by 34% in Q1 2026, buying an estimated $237K and bringing the position to 261 shares worth $881K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

EP Wealth Advisors first reported a position in AZO in Q2 2025 and has held it in 3 quarters since. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

  • EP Wealth Advisors held 261 shares of AutoZone worth $881K as of Q1 2026.
  • EP Wealth Advisors bought 66 AutoZone shares in Q1 2026, an estimated $237K.
  • AutoZone made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #675 holding.
  • EP Wealth Advisors first reported a position in AutoZone in Q2 2025 and has held it in 3 quarters since.
  • 1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.