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 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

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

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

Kingswood Wealth Advisors reduced its AutoZone (AZO) stake by 2.2% in Q1 2026, selling an estimated $39.5K and leaving 483 shares worth $1.63M. The position accounts for 0.08% of the portfolio, ranked #268.

Kingswood Wealth Advisors first reported a position in AZO in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.74M in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Kingswood Wealth Advisors held 483 shares of AutoZone worth $1.63M as of Q1 2026.
Kingswood Wealth Advisors sold 11 AutoZone shares in Q1 2026, an estimated $39.5K.
AutoZone made up 0.08% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #268 holding.
Kingswood Wealth Advisors first reported a position in AutoZone in Q3 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's AutoZone position peaked at $1.74M in Q3 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.