IWC
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Integrated Wealth Concepts’s AutoZone AZO Stock Holding History

Integrated Wealth Concepts’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 		$1.57M Buy
491
+96
+24% +$319K 0.01% 960
2026
Q1 		$1.34M Buy
395
+142
+56% +$510K 0.01% 954
2025
Q4 		$857K Sell
253
-288
-53% -$1.09M 0.01% 841
2025
Q3 		$2.32M Buy
541
+92
+20% +$369K 0.02% 617
2025
Q2 		$1.67M Buy
449
+209
+87% +$770K 0.02% 682
2025
Q1 		$916K Sell
240
-17
-7% -$58.7K 0.01% 869
2024
Q4 		$824K Buy
257
+6
+2% +$19K 0.01% 904
2024
Q3 		$791K Sell
251
-7
-3% -$21.5K 0.01% 895
2024
Q2 		$765K Sell
258
-25
-9% -$73.2K 0.01% 875
2024
Q1 		$892K Buy
283
+3
+1% +$8.57K 0.01% 809
2023
Q4 		$724K Buy
280
+31
+12% +$80.4K 0.01% 849
2023
Q3 		$633K Hold
249
– – 0.01% 882
2023
Q2 		$621K Buy
249
+101
+68% +$258K 0.01% 891
2023
Q1 		$364K Buy
148
+18
+14% +$43.9K 0.01% 975
2022
Q4 		$321K Buy
130
+15
+13% +$36.3K 0.01% 796
2022
Q3 		$247K Sell
115
-16
-12% -$34.9K 0.01% 803
2022
Q2 		$282K Buy
131
+26
+25% +$53.5K 0.01% 776
2022
Q1 		$215K Buy
+105
New +$205K 0.01% 855
2021
Q4 		– Sell
-157
Closed -$267K – 983
2021
Q3 		$267K Buy
+157
New +$252K 0.01% 786

Other funds holding AZO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Integrated Wealth Concepts's AZO Position: Q2 2026 in Review

Integrated Wealth Concepts increased its AutoZone (AZO) stake by 24% in Q2 2026, buying an estimated $319K and bringing the position to 491 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #960.

Integrated Wealth Concepts first reported a position in AZO in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.32M in Q3 2025. 1,270 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Integrated Wealth Concepts held 491 shares of AutoZone worth $1.57M as of Q2 2026.
  • Integrated Wealth Concepts bought 96 AutoZone shares in Q2 2026, an estimated $319K.
  • AutoZone made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #960 holding.
  • Integrated Wealth Concepts first reported a position in AutoZone in Q3 2021 and has held it in 19 quarters since.
  • Integrated Wealth Concepts's AutoZone position peaked at $2.32M in Q3 2025.
  • 1,270 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.