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Phoenix Financial’s AutoZone AZO Stock Holding History

Phoenix Financial’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 		– Sell
-507
Closed -$763K – 492
2025
Q4 		$763K Buy
507
+403
+388% +$1.52M 0.01% 255
2025
Q3 		$446K Sell
104
-168
-62% -$674K 0.01% 311
2025
Q2 		$1.01M Buy
272
+205
+306% +$756K 0.01% 237
2025
Q1 		$255K Buy
+67
New +$231K ﹤0.01% 321

Other funds holding AZO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Phoenix Financial's AZO Position: Q1 2026 in Review

Phoenix Financial sold out of AutoZone (AZO) in Q1 2026, closing a stake of 507 shares — an estimated $763K sold.

Phoenix Financial first reported a position in AZO in Q1 2025 and held it in 4 quarters. The position peaked at $1.01M in Q2 2025. 1,295 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

  • Phoenix Financial reported no remaining AutoZone position as of Q1 2026 after selling out during the quarter.
  • Phoenix Financial sold 507 AutoZone shares in Q1 2026, an estimated $763K.
  • Phoenix Financial first reported a position in AutoZone in Q1 2025 and held it in 4 quarters.
  • Phoenix Financial's AutoZone position peaked at $1.01M in Q2 2025.
  • 1,295 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.