HWA
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HCR Wealth Advisors’s AutoZone AZO Stock Holding History

HCR 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 		$4.81M Sell
1,504
-39
-3% -$130K 0.43% 40
2026
Q1 		$5.21M Buy
1,543
+16
+1% +$57.4K 0.54% 31
2025
Q4 		$5.18M Sell
1,527
-3
-0.2% -$11.3K 0.51% 32
2025
Q3 		$6.51M Buy
1,530
+25
+2% +$100K 0.67% 23
2025
Q2 		$5.59M Buy
1,505
+42
+3% +$155K 0.66% 23
2025
Q1 		$5.58M Sell
1,463
-186
-11% -$642K 0.73% 21
2024
Q4 		$5.28M Buy
1,649
+43
+3% +$136K 0.66% 21
2024
Q3 		$5.06M Buy
1,606
+20
+1% +$61.4K 0.66% 21
2024
Q2 		$4.7M Hold
1,586
– – 0.67% 21
2024
Q1 		$5M Sell
1,586
-105
-6% -$300K 0.76% 18
2023
Q4 		$4.37M Buy
1,691
+308
+22% +$799K 0.69% 23
2023
Q3 		$3.51M Sell
1,383
-105
-7% -$263K 0.77% 23
2023
Q2 		$3.71M Sell
1,488
-44
-3% -$112K 0.69% 26
2023
Q1 		$3.77M Sell
1,532
-2
-0.1% -$4.88K 0.75% 26
2022
Q4 		$3.78M Sell
1,534
-101
-6% -$244K 0.79% 24
2022
Q3 		$3.5M Sell
1,635
-63
-4% -$137K 0.74% 26
2022
Q2 		$3.65M Sell
1,698
-57
-3% -$117K 0.73% 27
2022
Q1 		$3.59M Sell
1,755
-27
-2% -$52.8K 0.59% 35
2021
Q4 		$3.74M Sell
1,782
-21
-1% -$39.1K 0.58% 33
2021
Q3 		$3.06M Buy
1,803
+58
+3% +$93K 0.51% 44
2021
Q2 		$2.6M Buy
1,745
+69
+4% +$100K 0.45% 49
2021
Q1 		$2.35M Buy
1,676
+82
+5% +$102K 0.47% 45
2020
Q4 		$1.89M Buy
1,594
+115
+8% +$133K 0.4% 52
2020
Q3 		$1.74M Buy
1,479
+174
+13% +$206K 0.4% 52
2020
Q2 		$1.48M Sell
1,305
-23
-2% -$24.2K 0.35% 48
2020
Q1 		$1.12M Buy
+1,328
New +$1.38M 0.32% 57

Other funds holding AZO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Swedbank
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
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

HCR Wealth Advisors reduced its AutoZone (AZO) stake by 2.5% in Q2 2026, selling an estimated $130K and leaving 1,504 shares worth $4.81M. The position accounts for 0.43% of the portfolio, ranked #40.

HCR Wealth Advisors first reported a position in AZO in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.51M in Q3 2025. 321 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • HCR Wealth Advisors held 1,504 shares of AutoZone worth $4.81M as of Q2 2026.
  • HCR Wealth Advisors sold 39 AutoZone shares in Q2 2026, an estimated $130K.
  • AutoZone made up 0.43% of HCR Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • HCR Wealth Advisors first reported a position in AutoZone in Q1 2020 and has held it in 26 quarters since.
  • HCR Wealth Advisors's AutoZone position peaked at $6.51M in Q3 2025.
  • 321 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

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