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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Heritage Wealth Advisors's AZO Position: Q1 2026 in Review

Heritage Wealth Advisors increased its AutoZone (AZO) stake by 21% in Q1 2026, buying an estimated $10.8K and bringing the position to 17 shares worth $57.4K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Heritage Wealth Advisors first reported a position in AZO in Q4 2022 and has held it in 14 quarters since. The position peaked at $75.6K in Q1 2024. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Heritage Wealth Advisors held 17 shares of AutoZone worth $57.4K as of Q1 2026.
Heritage Wealth Advisors bought 3 AutoZone shares in Q1 2026, an estimated $10.8K.
AutoZone made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #309 holding.
Heritage Wealth Advisors first reported a position in AutoZone in Q4 2022 and has held it in 14 quarters since.
Heritage Wealth Advisors's AutoZone position peaked at $75.6K in Q1 2024.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.