Moneta Group Investment Advisors’s AutoZone AZO Stock Holding History

Moneta Group Investment Advisors’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	$2.19M	Sell	649 -28	-4%	-$100K	0.02%	257
2025 Q4	$2.3M	Buy	677 +27	+4%	+$102K	0.02%	253
2025 Q3	$2.79M	Buy	650 +4	+0.6%	+$16K	0.02%	231
2025 Q2	$2.4M	Sell	646 -25	-4%	-$92.2K	0.03%	209
2025 Q1	$2.56M	Buy	671 +1	+0.1%	+$3.45K	0.04%	182
2024 Q4	$2.15M	Sell	670 -3	-0.4%	-$9.5K	0.03%	199
2024 Q3	$2.12M	Buy	673 +3	+0.4%	+$9.21K	0.03%	193
2024 Q2	$1.99M	Sell	670 -2	-0.3%	-$5.86K	0.03%	187
2024 Q1	$2.12M	Buy	672 +11	+2%	+$31.4K	0.03%	187
2023 Q4	$1.71M	Hold	661	–	–	0.03%	189
2023 Q3	$1.68M	Sell	661 -3	-0.5%	-$7.53K	0.04%	176
2023 Q2	$1.66M	Sell	664 -23	-3%	-$58.7K	0.04%	184
2023 Q1	$1.69M	Hold	687	–	–	0.04%	178
2022 Q4	$1.67M	Buy	687 +40	+6%	+$96.7K	0.05%	164
2022 Q3	$1.39M	Sell	647 -25	-4%	-$54.5K	0.05%	161
2022 Q2	$1.45M	Buy	672 +27	+4%	+$55.5K	0.05%	174
2022 Q1	$1.32M	Hold	645	–	–	0.05%	167
2021 Q4	$1.35M	Sell	645 -6	-0.9%	-$11.2K	0.06%	169
2021 Q3	$1.1M	Buy	+651	New	+$1.04M	0.05%	184

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

Moneta Group Investment Advisors's AZO Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its AutoZone (AZO) stake by 4.1% in Q1 2026, selling an estimated $100K and leaving 649 shares worth $2.19M. The position accounts for 0.02% of the portfolio, ranked #257.

Moneta Group Investment Advisors first reported a position in AZO in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.79M in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Moneta Group Investment Advisors held 649 shares of AutoZone worth $2.19M as of Q1 2026.
Moneta Group Investment Advisors sold 28 AutoZone shares in Q1 2026, an estimated $100K.
AutoZone made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #257 holding.
Moneta Group Investment Advisors first reported a position in AutoZone in Q3 2021 and has held it in 19 quarters since.
Moneta Group Investment Advisors's AutoZone position peaked at $2.79M in Q3 2025.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.