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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
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

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

McCarter Private Wealth Services's AZO Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its AutoZone (AZO) stake by 5.6% in Q2 2026, selling an estimated $312K and leaving 1,573 shares worth $5.03M. The position accounts for 1.73% of the portfolio, ranked #13.

McCarter Private Wealth Services first reported a position in AZO in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.55M in Q3 2025. 1,266 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • McCarter Private Wealth Services held 1,573 shares of AutoZone worth $5.03M as of Q2 2026.
  • McCarter Private Wealth Services sold 94 AutoZone shares in Q2 2026, an estimated $312K.
  • AutoZone made up 1.73% of McCarter Private Wealth Services's portfolio in Q2 2026, its #13 holding.
  • McCarter Private Wealth Services first reported a position in AutoZone in Q3 2024 and has held it in 8 quarters since.
  • McCarter Private Wealth Services's AutoZone position peaked at $7.55M in Q3 2025.
  • 1,266 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.