Heritage Wealth Advisors’s AutoZone AZO Stock Holding History

Heritage 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	$54.3K	Hold	17	–	–	﹤0.01%	326
2026 Q1	$57.4K	Buy	17 +3	+21%	+$10.8K	﹤0.01%	309
2025 Q4	$47.5K	Hold	14	–	–	﹤0.01%	324
2025 Q3	$60.1K	Hold	14	–	–	﹤0.01%	288
2025 Q2	$52K	Hold	14	–	–	﹤0.01%	294
2025 Q1	$53.4K	Hold	14	–	–	﹤0.01%	298
2024 Q4	$44.8K	Sell	14 -1	-7%	-$3.17K	﹤0.01%	317
2024 Q3	$47.3K	Sell	15 -9	-38%	-$27.6K	﹤0.01%	330
2024 Q2	$71.1K	Hold	24	–	–	﹤0.01%	281
2024 Q1	$75.6K	Hold	24	–	–	﹤0.01%	289
2023 Q4	$62.1K	Hold	24	–	–	﹤0.01%	317
2023 Q3	$61K	Hold	24	–	–	﹤0.01%	284
2023 Q2	$59.8K	Hold	24	–	–	﹤0.01%	297
2023 Q1	$59K	Buy	24 +1	+4%	+$2.44K	﹤0.01%	300
2022 Q4	$56.7K	Buy	+23	New	+$55.6K	﹤0.01%	311

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 $3.37T AUM 44.26% 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

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

Heritage Wealth Advisors held its AutoZone (AZO) position steady in Q2 2026 at 17 shares worth $54.3K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Heritage Wealth Advisors first reported a position in AZO in Q4 2022 and has held it in 15 quarters since. The position peaked at $75.6K in Q1 2024. 1,266 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

Heritage Wealth Advisors held 17 shares of AutoZone worth $54.3K as of Q2 2026.
Heritage Wealth Advisors left its AutoZone share count unchanged in Q2 2026.
AutoZone made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #326 holding.
Heritage Wealth Advisors first reported a position in AutoZone in Q4 2022 and has held it in 15 quarters since.
Heritage Wealth Advisors's AutoZone position peaked at $75.6K in Q1 2024.
1,266 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.