NW
AZO icon

NewEdge Wealth’s AutoZone AZO Stock Holding History

NewEdge Wealth’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 		$79.7M Buy
23,599
+1,962
+9% +$7.04M 0.95% 20
2025
Q4 		$73.4M Buy
21,637
+1,289
+6% +$4.87M 0.83% 22
2025
Q3 		$74.5M Sell
20,348
-218
-1% -$875K 1.07% 13
2025
Q2 		$83.5M Buy
20,566
+752
+4% +$2.77M 1.31% 11
2025
Q1 		$75.5M Sell
19,814
-456
-2% -$1.57M 1.37% 10
2024
Q4 		$64.9M Buy
20,270
+917
+5% +$2.9M 1.13% 13
2024
Q3 		$61M Buy
19,353
+598
+3% +$1.84M 1.1% 14
2024
Q2 		$55.6M Buy
18,755
+223
+1% +$653K 1.2% 12
2024
Q1 		$54.9M Buy
18,532
+1,344
+8% +$3.84M 1.23% 9
2023
Q4 		$44.4M Buy
17,188
+2,290
+15% +$5.94M 1.14% 14
2023
Q3 		$37.8M Buy
14,898
+3,456
+30% +$8.67M 1.2% 10
2023
Q2 		$28.5M Buy
11,442
+329
+3% +$839K 0.95% 18
2023
Q1 		$27.3M Buy
11,113
+578
+5% +$1.41M 1.04% 14
2022
Q4 		$26M Buy
10,535
+421
+4% +$1.02M 1.12% 18
2022
Q3 		$21.7M Buy
10,114
+1,027
+11% +$2.24M 1.02% 19
2022
Q2 		$19.5M Buy
9,087
+5,330
+142% +$11M 0.89% 27
2022
Q1 		$7.68M Buy
+3,757
New +$7.34M 0.34% 78

Other funds holding AZO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NewEdge Wealth's AZO Position: Q1 2026 in Review

NewEdge Wealth increased its AutoZone (AZO) stake by 9.1% in Q1 2026, buying an estimated $7.04M and bringing the position to 23,599 shares worth $79.7M. The position accounts for 0.95% of the portfolio, ranked #20.

NewEdge Wealth first reported a position in AZO in Q1 2022 and has held it in 17 quarters since. The position peaked at $83.5M in Q2 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

  • NewEdge Wealth held 23,599 shares of AutoZone worth $79.7M as of Q1 2026.
  • NewEdge Wealth bought 1,962 AutoZone shares in Q1 2026, an estimated $7.04M.
  • AutoZone made up 0.95% of NewEdge Wealth's portfolio in Q1 2026, its #20 holding.
  • NewEdge Wealth first reported a position in AutoZone in Q1 2022 and has held it in 17 quarters since.
  • NewEdge Wealth's AutoZone position peaked at $83.5M in Q2 2025.
  • 1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.