McCarter Private Wealth Services’s AutoZone AZO Stock Holding History

McCarter 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 Q3	$4.42M	Sell	1,563 -10	-0.6%	-$29.9K	1.5%	24
2026 Q2	$5.03M	Sell	1,573 -94	-6%	-$312K	1.73%	13
2026 Q1	$5.63M	Sell	1,667 -60	-3%	-$215K	2.45%	8
2025 Q4	$5.86M	Sell	1,727 -32	-2%	-$121K	2.63%	7
2025 Q3	$7.55M	Sell	1,759 -100	-5%	-$401K	3.86%	3
2025 Q2	$6.9M	Sell	1,859 -116	-6%	-$428K	3.95%	3
2025 Q1	$7.53M	Sell	1,975 -104	-5%	-$359K	4.93%	3
2024 Q4	$6.66M	Sell	2,079 -35	-2%	-$111K	4.22%	5
2024 Q3	$6.66M	Buy	+2,114	New	+$6.49M	4.21%	5

Other funds holding AZO

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

McCarter Private Wealth Services's AZO Position: Q3 2026 in Review

McCarter Private Wealth Services reduced its AutoZone (AZO) stake by 0.64% in Q3 2026, selling an estimated $29.9K and leaving 1,563 shares worth $4.42M. The position accounts for 1.5% of the portfolio, ranked #24.

McCarter Private Wealth Services first reported a position in AZO in Q3 2024 and has held it in 9 quarters since. The position peaked at $7.55M in Q3 2025. 295 funds tracked by Wall St. Rank hold AZO as of Q3 2026.

McCarter Private Wealth Services held 1,563 shares of AutoZone worth $4.42M as of Q3 2026.
McCarter Private Wealth Services sold 10 AutoZone shares in Q3 2026, an estimated $29.9K.
AutoZone made up 1.5% of McCarter Private Wealth Services's portfolio in Q3 2026, its #24 holding.
McCarter Private Wealth Services first reported a position in AutoZone in Q3 2024 and has held it in 9 quarters since.
McCarter Private Wealth Services's AutoZone position peaked at $7.55M in Q3 2025.
295 funds tracked by Wall St. Rank held AutoZone as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.