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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
Q2 		$1.32M Buy
+412
New +$1.37M 0.01% 231
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

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 $3.38T AUM 44.17% 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

Phoenix Financial's AZO Position: Q2 2026 in Review

Phoenix Financial opened a new position in AutoZone (AZO) in Q2 2026: 412 shares worth $1.32M. The stake represents 0.01% of the portfolio and ranks #231 among its holdings. This is a return to the name: Phoenix Financial previously reported a position in AZO as recently as Q4 2025.

Phoenix Financial first reported a position in AZO in Q1 2025 and has held it in 5 quarters since. 1,271 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Phoenix Financial held 412 shares of AutoZone worth $1.32M as of Q2 2026.
  • AutoZone was a new Phoenix Financial position in Q2 2026.
  • AutoZone made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #231 holding.
  • Phoenix Financial first reported a position in AutoZone in Q1 2025 and has held it in 5 quarters since.
  • 1,271 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.