Gratus Wealth Advisors’s AutoZone AZO Stock Holding History

Gratus 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	$272K	Hold	85	–	–	0.03%	121
2026 Q1	$287K	Sell	85 -1	-1%	-$3.59K	0.04%	121
2025 Q4	$292K	Sell	86 -7	-8%	-$26.4K	0.04%	115
2025 Q3	$399K	Hold	93	–	–	0.06%	102
2025 Q2	$345K	Hold	93	–	–	0.05%	109
2025 Q1	$355K	Hold	93	–	–	0.06%	104
2024 Q4	$298K	Hold	93	–	–	0.05%	111
2024 Q3	$284K	Hold	93	–	–	0.05%	118
2024 Q2	$274K	Hold	93	–	–	0.05%	116
2024 Q1	$277K	Hold	93	–	–	0.05%	116
2023 Q4	$240K	Buy	+93	New	+$241K	0.05%	123

Other funds holding AZO

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Gratus Wealth Advisors held its AutoZone (AZO) position steady in Q2 2026 at 85 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #121.

Gratus Wealth Advisors first reported a position in AZO in Q4 2023 and has held it in 11 quarters since. The position peaked at $399K in Q3 2025. 321 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

Gratus Wealth Advisors held 85 shares of AutoZone worth $272K as of Q2 2026.
Gratus Wealth Advisors left its AutoZone share count unchanged in Q2 2026.
AutoZone made up 0.03% of Gratus Wealth Advisors's portfolio in Q2 2026, its #121 holding.
Gratus Wealth Advisors first reported a position in AutoZone in Q4 2023 and has held it in 11 quarters since.
Gratus Wealth Advisors's AutoZone position peaked at $399K in Q3 2025.
321 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.