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 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

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

McCarter Private Wealth Services's AZO Position: Q1 2026 in Review

McCarter Private Wealth Services reduced its AutoZone (AZO) stake by 3.5% in Q1 2026, selling an estimated $215K and leaving 1,667 shares worth $5.63M. The position accounts for 2.45% of the portfolio, ranked #8.

McCarter Private Wealth Services first reported a position in AZO in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.55M in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

McCarter Private Wealth Services held 1,667 shares of AutoZone worth $5.63M as of Q1 2026.
McCarter Private Wealth Services sold 60 AutoZone shares in Q1 2026, an estimated $215K.
AutoZone made up 2.45% of McCarter Private Wealth Services's portfolio in Q1 2026, its #8 holding.
McCarter Private Wealth Services first reported a position in AutoZone in Q3 2024 and has held it in 7 quarters since.
McCarter Private Wealth Services's AutoZone position peaked at $7.55M in Q3 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.