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Obermeyer Wealth Partners’s AutoZone AZO Stock Holding History

Obermeyer Wealth Partners’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 		– Sell
-62
Closed -$209K – 304
2026
Q1 		$209K Sell
62
-5
-7% -$17.9K 0.01% 288
2025
Q4 		$227K Hold
67
– – 0.01% 268
2025
Q3 		$287K Buy
67
+3
+5% +$12K 0.01% 239
2025
Q2 		$238K Buy
64
+5
+8% +$18.4K 0.01% 251
2025
Q1 		$225K Buy
+59
New +$204K 0.01% 240
2014
Q2 		– Sell
-25,100
Closed -$13.5M – 66
2014
Q1 		$13.5M Sell
25,100
-931
-4% -$483K 3.37% 11
2013
Q4 		$12.4M Sell
26,031
-63
-0.2% -$28.3K 3.18% 16
2013
Q3 		$11M Sell
26,094
-398
-2% -$170K 3.1% 16
2013
Q2 		$11.2M Buy
+26,492
New +$10.8M 3.11% 13

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

Obermeyer Wealth Partners's AZO Position: Q2 2026 in Review

Obermeyer Wealth Partners sold out of AutoZone (AZO) in Q2 2026, closing a stake of 62 shares — an estimated $209K sold.

Obermeyer Wealth Partners first reported a position in AZO in Q2 2013 and held it in 9 quarters. The position peaked at $13.5M in Q1 2014. 1,270 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Obermeyer Wealth Partners reported no remaining AutoZone position as of Q2 2026 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 62 AutoZone shares in Q2 2026, an estimated $209K.
  • Obermeyer Wealth Partners first reported a position in AutoZone in Q2 2013 and held it in 9 quarters.
  • Obermeyer Wealth Partners's AutoZone position peaked at $13.5M in Q1 2014.
  • 1,270 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.