GIA
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Gladstone Institutional Advisory’s AutoZone AZO Stock Holding History

Gladstone Institutional 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 		$233K Hold
69
– – 0.01% 756
2025
Q4 		$234K Sell
69
-30
-30% -$113K 0.01% 715
2025
Q3 		$425K Hold
99
– – 0.02% 559
2025
Q2 		$368K Buy
99
+43
+77% +$159K 0.02% 571
2025
Q1 		$214K Buy
+56
New +$193K 0.01% 675

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

Gladstone Institutional Advisory's AZO Position: Q1 2026 in Review

Gladstone Institutional Advisory held its AutoZone (AZO) position steady in Q1 2026 at 69 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #756.

Gladstone Institutional Advisory first reported a position in AZO in Q1 2025 and has held it in 5 quarters since. The position peaked at $425K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

  • Gladstone Institutional Advisory held 69 shares of AutoZone worth $233K as of Q1 2026.
  • Gladstone Institutional Advisory left its AutoZone share count unchanged in Q1 2026.
  • AutoZone made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #756 holding.
  • Gladstone Institutional Advisory first reported a position in AutoZone in Q1 2025 and has held it in 5 quarters since.
  • Gladstone Institutional Advisory's AutoZone position peaked at $425K in Q3 2025.
  • 1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.