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
Q2 		$557K Sell
174
-21
-11% -$69.8K 0.01% 382
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

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 $3.37T AUM 44.26% 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

Kovitz Investment Group Partners's AZO Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its AutoZone (AZO) stake by 11% in Q2 2026, selling an estimated $69.8K and leaving 174 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #382.

Kovitz Investment Group Partners first reported a position in AZO in Q3 2020 and has held it in 24 quarters since. The position peaked at $34.3M in Q3 2025. 1,270 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Kovitz Investment Group Partners held 174 shares of AutoZone worth $557K as of Q2 2026.
  • Kovitz Investment Group Partners sold 21 AutoZone shares in Q2 2026, an estimated $69.8K.
  • AutoZone made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #382 holding.
  • Kovitz Investment Group Partners first reported a position in AutoZone in Q3 2020 and has held it in 24 quarters since.
  • Kovitz Investment Group Partners's AutoZone position peaked at $34.3M in Q3 2025.
  • 1,270 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.