GenTrust’s AutoZone AZO Stock Holding History

GenTrust’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	$473K	Buy	148 +7	+5%	+$23.3K	0.02%	140
2026 Q1	$476K	Sell	141 -7	-5%	-$25.1K	0.02%	152
2025 Q4	$502K	Sell	148 -34	-19%	-$128K	0.02%	163
2025 Q3	$781K	Buy	182 +47	+35%	+$189K	0.04%	117
2025 Q2	$501K	Hold	135	–	–	0.02%	125
2025 Q1	$515K	Hold	135	–	–	0.02%	124
2024 Q4	$432K	Hold	135	–	–	0.02%	140
2024 Q3	$425K	Hold	135	–	–	0.02%	138
2024 Q2	$400K	Hold	135	–	–	0.02%	133
2024 Q1	$425K	Hold	135	–	–	0.03%	102
2023 Q4	$349K	Sell	135 -53	-28%	-$137K	0.02%	107
2023 Q3	$478K	Hold	188	–	–	0.03%	99
2023 Q2	$469K	Hold	188	–	–	0.03%	104
2023 Q1	$462K	Buy	188 +53	+39%	+$129K	0.03%	107
2022 Q4	$333K	Sell	135 -1	-0.7%	-$2.42K	0.03%	106
2022 Q3	$291K	Hold	136	–	–	0.03%	105
2022 Q2	$292K	Hold	136	–	–	0.02%	117
2022 Q1	$278K	Hold	136	–	–	0.02%	123
2021 Q4	$274K	Hold	136	–	–	0.02%	126
2021 Q3	$231K	Hold	136	–	–	0.02%	133
2021 Q2	$203K	Buy	+136	New	+$197K	0.02%	134

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

GenTrust's AZO Position: Q2 2026 in Review

GenTrust increased its AutoZone (AZO) stake by 5% in Q2 2026, buying an estimated $23.3K and bringing the position to 148 shares worth $473K. The position accounts for 0.02% of the portfolio, ranked #140.

GenTrust first reported a position in AZO in Q2 2021 and has held it in 21 quarters since. The position peaked at $781K in Q3 2025. 1,271 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

GenTrust held 148 shares of AutoZone worth $473K as of Q2 2026.
GenTrust bought 7 AutoZone shares in Q2 2026, an estimated $23.3K.
AutoZone made up 0.02% of GenTrust's portfolio in Q2 2026, its #140 holding.
GenTrust first reported a position in AutoZone in Q2 2021 and has held it in 21 quarters since.
GenTrust's AutoZone position peaked at $781K in Q3 2025.
1,271 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on GenTrust's 13F filing for Q2 2026, filed 6 Aug 2026.