Modera Wealth Management’s AutoZone AZO Stock Holding History

Modera Wealth Management’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	$537K	Sell	168 -4	-2%	-$13.3K	0.01%	444
2026 Q1	$581K	Buy	172 +16	+10%	+$57.4K	0.01%	412
2025 Q4	$531K	Buy	156 +2	+1%	+$7.56K	0.01%	446
2025 Q3	$661K	Buy	154 +13	+9%	+$52.2K	0.01%	408
2025 Q2	$523K	Buy	141 +2	+1%	+$7.37K	0.01%	439
2025 Q1	$530K	Sell	139 -7	-5%	-$24.2K	0.01%	420
2024 Q4	$468K	Buy	146 +6	+4%	+$19K	0.01%	456
2024 Q3	$441K	Hold	140	–	–	0.01%	432
2024 Q2	$415K	Hold	140	–	–	0.01%	422
2024 Q1	$441K	Sell	140 -2	-1%	-$5.72K	0.01%	409
2023 Q4	$367K	Buy	142 +1	+0.7%	+$2.59K	0.01%	429
2023 Q3	$358K	Buy	141 +3	+2%	+$7.53K	0.01%	419
2023 Q2	$344K	Buy	+138	New	+$352K	0.01%	446
2022 Q1	–	Sell	-168	Closed	-$352K	–	377
2021 Q4	$352K	Buy	+168	New	+$313K	0.01%	360

Other funds holding AZO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Modera Wealth Management's AZO Position: Q2 2026 in Review

Modera Wealth Management reduced its AutoZone (AZO) stake by 2.3% in Q2 2026, selling an estimated $13.3K and leaving 168 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #444.

Modera Wealth Management first reported a position in AZO in Q4 2021 and has held it in 14 quarters since. The position peaked at $661K in Q3 2025. 1,271 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

Modera Wealth Management held 168 shares of AutoZone worth $537K as of Q2 2026.
Modera Wealth Management sold 4 AutoZone shares in Q2 2026, an estimated $13.3K.
AutoZone made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #444 holding.
Modera Wealth Management first reported a position in AutoZone in Q4 2021 and has held it in 14 quarters since.
Modera Wealth Management's AutoZone position peaked at $661K in Q3 2025.
1,271 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.