Modern Wealth Management’s AutoZone AZO Stock Holding History

Modern 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	$2.03M	Buy	636 +4	+0.6%	+$13.3K	0.02%	391
2026 Q1	$2.17M	Buy	632 +2	+0.3%	+$7.18K	0.04%	300
2025 Q4	$2.14M	Buy	630 +562	+826%	+$2.12M	0.04%	288
2025 Q3	$292K	Sell	68 -54	-44%	-$217K	0.01%	653
2025 Q2	$453K	Buy	122 +1	+0.8%	+$3.69K	0.01%	502
2025 Q1	$461K	Buy	121 +16	+15%	+$55.2K	0.01%	433
2024 Q4	$336K	Buy	105 +3	+3%	+$9.5K	0.01%	431
2024 Q3	$321K	Sell	102 -11	-10%	-$33.8K	0.02%	330
2024 Q2	$335K	Sell	113 -6	-5%	-$17.6K	0.02%	285
2024 Q1	$375K	Buy	+119	New	+$340K	0.03%	210

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

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

Modern Wealth Management increased its AutoZone (AZO) stake by 0.63% in Q2 2026, buying an estimated $13.3K and bringing the position to 636 shares worth $2.03M. The position accounts for 0.02% of the portfolio, ranked #391.

Modern Wealth Management first reported a position in AZO in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.17M in Q1 2026. 1,271 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

Modern Wealth Management held 636 shares of AutoZone worth $2.03M as of Q2 2026.
Modern Wealth Management bought 4 AutoZone shares in Q2 2026, an estimated $13.3K.
AutoZone made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #391 holding.
Modern Wealth Management first reported a position in AutoZone in Q1 2024 and has held it in 10 quarters since.
Modern Wealth Management's AutoZone position peaked at $2.17M in Q1 2026.
1,271 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.