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 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

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

Modera Wealth Management's AZO Position: Q1 2026 in Review

Modera Wealth Management increased its AutoZone (AZO) stake by 10% in Q1 2026, buying an estimated $57.4K and bringing the position to 172 shares worth $581K. The position accounts for 0.01% of the portfolio, ranked #412.

Modera Wealth Management first reported a position in AZO in Q4 2021 and has held it in 13 quarters since. The position peaked at $661K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Modera Wealth Management held 172 shares of AutoZone worth $581K as of Q1 2026.
Modera Wealth Management bought 16 AutoZone shares in Q1 2026, an estimated $57.4K.
AutoZone made up 0.01% of Modera Wealth Management's portfolio in Q1 2026, its #412 holding.
Modera Wealth Management first reported a position in AutoZone in Q4 2021 and has held it in 13 quarters since.
Modera Wealth Management's AutoZone position peaked at $661K in Q3 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.