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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kestra Private Wealth Services's AZO Position: Q1 2026 in Review

Kestra Private Wealth Services increased its AutoZone (AZO) stake by 3% in Q1 2026, buying an estimated $312K and bringing the position to 3,000 shares worth $10.1M. The position accounts for 0.12% of the portfolio, ranked #180.

Kestra Private Wealth Services first reported a position in AZO in Q3 2020 and has held it in 23 quarters since. The position peaked at $12.6M in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

  • Kestra Private Wealth Services held 3,000 shares of AutoZone worth $10.1M as of Q1 2026.
  • Kestra Private Wealth Services bought 87 AutoZone shares in Q1 2026, an estimated $312K.
  • AutoZone made up 0.12% of Kestra Private Wealth Services's portfolio in Q1 2026, its #180 holding.
  • Kestra Private Wealth Services first reported a position in AutoZone in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's AutoZone position peaked at $12.6M in Q3 2025.
  • 1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.