Morningstar Investment Management’s AutoZone AZO Stock Holding History

Morningstar Investment 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	$2.12M	Hold	627	–	–	0.13%	164
2026 Q1	$2.12M	Buy	627 +102	+19%	+$366K	0.13%	162
2025 Q4	$1.78M	Hold	525	–	–	0.11%	179
2025 Q3	$2.25M	Buy	525 +253	+93%	+$1.01M	0.08%	227
2025 Q2	$1.01M	Buy	+272	New	+$1M	0.09%	69
2025 Q1	–	Sell	-225	Closed	-$720K	–	90
2024 Q4	$720K	Hold	225	–	–	0.06%	96
2024 Q3	$709K	Sell	225 -78	-26%	-$239K	0.07%	114
2024 Q2	$898K	Hold	303	–	–	0.09%	90
2024 Q1	$955K	Hold	303	–	–	0.1%	86
2023 Q4	$783K	Buy	303 +15	+5%	+$38.9K	0.09%	97
2023 Q3	$732K	Hold	288	–	–	0.1%	77
2023 Q2	$718K	Buy	+288	New	+$735K	0.1%	81

Other funds holding AZO

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Morningstar Investment Management's AZO Position: Q2 2026 in Review

Morningstar Investment Management held its AutoZone (AZO) position steady in Q2 2026 at 627 shares worth $2.12M. The position accounts for 0.13% of the portfolio, ranked #164.

Morningstar Investment Management first reported a position in AZO in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.25M in Q3 2025. 643 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

Morningstar Investment Management held 627 shares of AutoZone worth $2.12M as of Q2 2026.
Morningstar Investment Management left its AutoZone share count unchanged in Q2 2026.
AutoZone made up 0.13% of Morningstar Investment Management's portfolio in Q2 2026, its #164 holding.
Morningstar Investment Management first reported a position in AutoZone in Q2 2023 and has held it in 12 quarters since.
Morningstar Investment Management's AutoZone position peaked at $2.25M in Q3 2025.
643 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.