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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
Q2 		$2.07M Hold
649
– – 0.02% 295
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

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Moneta Group Investment Advisors's AZO Position: Q2 2026 in Review

Moneta Group Investment Advisors held its AutoZone (AZO) position steady in Q2 2026 at 649 shares worth $2.07M. The position accounts for 0.02% of the portfolio, ranked #295.

Moneta Group Investment Advisors first reported a position in AZO in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.79M in Q3 2025. 1,269 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Moneta Group Investment Advisors held 649 shares of AutoZone worth $2.07M as of Q2 2026.
  • Moneta Group Investment Advisors left its AutoZone share count unchanged in Q2 2026.
  • AutoZone made up 0.02% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #295 holding.
  • Moneta Group Investment Advisors first reported a position in AutoZone in Q3 2021 and has held it in 20 quarters since.
  • Moneta Group Investment Advisors's AutoZone position peaked at $2.79M in Q3 2025.
  • 1,269 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.