Kingswood Wealth Advisors’s AutoZone AZO Stock Holding History

Kingswood 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	$1.24M	Sell	387 -96	-20%	-$319K	0.05%	363
2026 Q1	$1.63M	Sell	483 -11	-2%	-$39.5K	0.08%	268
2025 Q4	$1.68M	Buy	494 +88	+22%	+$332K	0.08%	248
2025 Q3	$1.74M	Sell	406 -5	-1%	-$20.1K	0.11%	202
2025 Q2	$1.53M	Buy	411 +42	+11%	+$155K	0.12%	184
2025 Q1	$1.41M	Sell	369 -26	-7%	-$89.7K	0.13%	186
2024 Q4	$1.26M	Buy	395 +24	+6%	+$76K	0.1%	224
2024 Q3	$1.17M	Buy	371 +134	+57%	+$411K	0.08%	257
2024 Q2	$702K	Buy	237 +25	+12%	+$73.2K	0.06%	308
2024 Q1	$668K	Sell	212 -12	-5%	-$34.3K	0.08%	276
2023 Q4	$579K	Buy	224 +52	+30%	+$135K	0.07%	309
2023 Q3	$437K	Buy	+172	New	+$432K	0.07%	274

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 $3.38T AUM 44.17% 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

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

Kingswood Wealth Advisors reduced its AutoZone (AZO) stake by 20% in Q2 2026, selling an estimated $319K and leaving 387 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #363.

Kingswood Wealth Advisors first reported a position in AZO in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.74M in Q3 2025. 1,271 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

Kingswood Wealth Advisors held 387 shares of AutoZone worth $1.24M as of Q2 2026.
Kingswood Wealth Advisors sold 96 AutoZone shares in Q2 2026, an estimated $319K.
AutoZone made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #363 holding.
Kingswood Wealth Advisors first reported a position in AutoZone in Q3 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's AutoZone position peaked at $1.74M in Q3 2025.
1,271 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.