ET
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Equitable Trust’s AutoZone AZO Stock Holding History

Equitable Trust’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
Q3 		$453K Sell
160
-101
-39% -$302K 0.02% 330
2026
Q2 		$834K Buy
261
+4
+2% +$13.3K 0.03% 253
2026
Q1 		$868K Sell
257
-37
-13% -$133K 0.04% 243
2025
Q4 		$997K Buy
294
+5
+2% +$18.9K 0.04% 229
2025
Q3 		$1.24M Hold
289
– – 0.06% 206
2025
Q2 		$1.07M Sell
289
-260
-47% -$958K 0.05% 219
2025
Q1 		$2.09M Buy
549
+250
+84% +$863K 0.12% 148
2024
Q4 		$957K Buy
299
+8
+3% +$25.3K 0.05% 232
2024
Q3 		$917K Buy
291
+3
+1% +$9.21K 0.06% 219
2024
Q2 		$854K Hold
288
– – 0.06% 220
2024
Q1 		$908K Hold
288
– – 0.06% 211
2023
Q4 		$745K Hold
288
– – 0.06% 221
2023
Q3 		$732K Sell
288
-157
-35% -$394K 0.06% 205
2023
Q2 		$1.11M Sell
445
-1
-0.2% -$2.55K 0.08% 159
2023
Q1 		$1.1M Buy
446
+19
+4% +$46.3K 0.09% 162
2022
Q4 		$1.05M Buy
427
+32
+8% +$77.3K 0.08% 169
2022
Q3 		$846K Buy
395
+33
+9% +$71.9K 0.07% 182
2022
Q2 		$778K Buy
362
+81
+29% +$167K 0.06% 205
2022
Q1 		$575K Buy
281
+32
+13% +$62.5K 0.04% 235
2021
Q4 		$522K Buy
249
+14
+6% +$26.1K 0.03% 249
2021
Q3 		$399K Buy
235
+36
+18% +$57.7K 0.03% 258
2021
Q2 		$297K Buy
199
+13
+7% +$18.8K 0.02% 314
2021
Q1 		$262K Buy
186
+8
+4% +$9.9K 0.02% 313
2020
Q4 		$211K Buy
+178
New +$206K 0.02% 344
2020
Q1 		– Sell
-169
Closed -$202K – 305
2019
Q4 		$202K Buy
+169
New +$195K 0.02% 279
2018
Q4 		– Sell
-4,297
Closed -$3.33M – 262
2018
Q3 		$3.33M Sell
4,297
-1,049
-20% -$772K 0.39% 77
2018
Q2 		$3.59M Buy
+5,346
New +$3.45M 0.45% 68

Other funds holding AZO

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Formuepleje A/S
Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return
Chesley Taft & Associates
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Equitable Trust's AZO Position: Q3 2026 in Review

Equitable Trust reduced its AutoZone (AZO) stake by 39% in Q3 2026, selling an estimated $302K and leaving 160 shares worth $453K. The position accounts for 0.02% of the portfolio, ranked #330.

Equitable Trust first reported a position in AZO in Q2 2018 and has held it in 27 quarters since. The position peaked at $3.59M in Q2 2018. 174 funds tracked by Wall St. Rank hold AZO as of Q3 2026.

  • Equitable Trust held 160 shares of AutoZone worth $453K as of Q3 2026.
  • Equitable Trust sold 101 AutoZone shares in Q3 2026, an estimated $302K.
  • AutoZone made up 0.02% of Equitable Trust's portfolio in Q3 2026, its #330 holding.
  • Equitable Trust first reported a position in AutoZone in Q2 2018 and has held it in 27 quarters since.
  • Equitable Trust's AutoZone position peaked at $3.59M in Q2 2018.
  • 174 funds tracked by Wall St. Rank held AutoZone as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.