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Kestra Private Wealth Services’s AutoZone AZO Stock Holding History

Kestra Private Wealth Services’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 		$9.48M Sell
2,966
-34
-1% -$113K 0.1% 214
2026
Q1 		$10.1M Buy
3,000
+87
+3% +$312K 0.12% 180
2025
Q4 		$9.88M Sell
2,913
-16
-0.5% -$60.4K 0.12% 179
2025
Q3 		$12.6M Buy
2,929
+279
+11% +$1.12M 0.16% 133
2025
Q2 		$9.84M Sell
2,650
-80
-3% -$295K 0.14% 168
2025
Q1 		$10.4M Sell
2,730
-25
-0.9% -$86.3K 0.17% 132
2024
Q4 		$8.82M Buy
2,755
+15
+0.5% +$47.5K 0.15% 156
2024
Q3 		$8.63M Buy
2,740
+45
+2% +$138K 0.16% 144
2024
Q2 		$7.99M Buy
2,695
+203
+8% +$594K 0.16% 143
2024
Q1 		$7.85M Sell
2,492
-9
-0.4% -$25.7K 0.18% 139
2023
Q4 		$6.47M Sell
2,501
-223
-8% -$578K 0.17% 154
2023
Q3 		$6.92M Buy
2,724
+100
+4% +$251K 0.22% 116
2023
Q2 		$6.54M Buy
2,624
+54
+2% +$138K 0.22% 114
2023
Q1 		$6.32M Sell
2,570
-59
-2% -$144K 0.25% 103
2022
Q4 		$6.48M Sell
2,629
-62
-2% -$150K 0.33% 84
2022
Q3 		$5.76M Buy
2,691
+108
+4% +$235K 0.33% 77
2022
Q2 		$5.55M Sell
2,583
-12
-0.5% -$24.7K 0.32% 81
2022
Q1 		$5.31M Buy
2,595
+182
+8% +$356K 0.26% 88
2021
Q4 		$5.06M Sell
2,413
-19
-0.8% -$35.4K 0.24% 102
2021
Q3 		$4.13M Buy
2,432
+12
+0.5% +$19.2K 0.23% 107
2021
Q2 		$3.61M Buy
2,420
+34
+1% +$49.3K 0.22% 111
2021
Q1 		$3.35M Sell
2,386
-91
-4% -$113K 0.23% 101
2020
Q4 		$2.91M Buy
2,477
+236
+11% +$273K 0.21% 118
2020
Q3 		$2.64M Buy
+2,241
New +$2.65M 0.23% 103

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's AZO Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its AutoZone (AZO) stake by 1.1% in Q2 2026, selling an estimated $113K and leaving 2,966 shares worth $9.48M. The position accounts for 0.1% of the portfolio, ranked #214.

Kestra Private Wealth Services first reported a position in AZO in Q3 2020 and has held it in 24 quarters since. The position peaked at $12.6M in Q3 2025. 1,271 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Kestra Private Wealth Services held 2,966 shares of AutoZone worth $9.48M as of Q2 2026.
  • Kestra Private Wealth Services sold 34 AutoZone shares in Q2 2026, an estimated $113K.
  • AutoZone made up 0.1% of Kestra Private Wealth Services's portfolio in Q2 2026, its #214 holding.
  • Kestra Private Wealth Services first reported a position in AutoZone in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's AutoZone position peaked at $12.6M in Q3 2025.
  • 1,271 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.