Kovitz Investment Group Partners
AZO icon

Kovitz Investment Group Partners’s AutoZone AZO Stock Holding History

Kovitz Investment Group Partners’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 		$661K Sell
195
-3,430
-95% -$12.3M 0.02% 368
2025
Q4 		$12.3M Sell
3,625
-4,369
-55% -$16.5M 0.27% 82
2025
Q3 		$34.3M Buy
7,994
+324
+4% +$1.3M 0.13% 148
2025
Q2 		$28.5M Sell
7,670
-162
-2% -$597K 0.12% 152
2025
Q1 		$29.9M Sell
7,832
-1,332
-15% -$4.6M 0.15% 130
2024
Q4 		$29.3M Buy
9,164
+3,215
+54% +$10.2M 0.14% 131
2024
Q3 		$18.1M Buy
5,949
+438
+8% +$1.34M 0.13% 148
2024
Q2 		$16.3M Buy
5,511
+371
+7% +$1.09M 0.14% 112
2024
Q1 		$16.2M Buy
5,140
+3,428
+200% +$9.8M 0.21% 71
2023
Q4 		$4.43M Sell
1,712
-123
-7% -$319K 0.07% 166
2023
Q3 		$4.66M Buy
1,835
+103
+6% +$258K 0.08% 153
2023
Q2 		$4.32M Buy
1,732
+37
+2% +$94.4K 0.06% 170
2023
Q1 		$4.17M Sell
1,695
-517
-23% -$1.26M 0.07% 170
2022
Q4 		$5.46M Sell
2,212
-469
-17% -$1.13M 0.11% 145
2022
Q3 		$5.74M Buy
2,681
+165
+7% +$359K 0.13% 113
2022
Q2 		$5.41M Sell
2,516
-677
-21% -$1.39M 0.12% 135
2022
Q1 		$6.53M Buy
3,193
+343
+12% +$670K 0.12% 126
2021
Q4 		$3.38M Sell
2,850
-418
-13% -$778K 0.08% 161
2021
Q3 		$5.55M Sell
3,268
-312
-9% -$500K 0.11% 135
2021
Q2 		$5.34M Buy
3,580
+676
+23% +$980K 0.11% 145
2021
Q1 		$4.08M Buy
2,904
+59
+2% +$73K 0.1% 151
2020
Q4 		$3.37M Buy
2,845
+988
+53% +$1.14M 0.08% 158
2020
Q3 		$2.19M Buy
+1,857
New +$2.19M 0.06% 189

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

Kovitz Investment Group Partners's AZO Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its AutoZone (AZO) stake by 95% in Q1 2026, selling an estimated $12.3M and leaving 195 shares worth $661K. The position accounts for 0.02% of the portfolio, ranked #368.

Kovitz Investment Group Partners first reported a position in AZO in Q3 2020 and has held it in 23 quarters since. The position peaked at $34.3M in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

  • Kovitz Investment Group Partners held 195 shares of AutoZone worth $661K as of Q1 2026.
  • Kovitz Investment Group Partners sold 3,430 AutoZone shares in Q1 2026, an estimated $12.3M.
  • AutoZone made up 0.02% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #368 holding.
  • Kovitz Investment Group Partners first reported a position in AutoZone in Q3 2020 and has held it in 23 quarters since.
  • Kovitz Investment Group Partners's AutoZone position peaked at $34.3M in Q3 2025.
  • 1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.