PF
AZO icon

PlanVest Financial’s AutoZone AZO Stock Holding History

PlanVest 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 		$6.39K Hold
2
– – ﹤0.01% 438
2026
Q1 		$6.76K Buy
+2
New +$7.18K 0.01% 412

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

PlanVest Financial's AZO Position: Q2 2026 in Review

PlanVest Financial held its AutoZone (AZO) position steady in Q2 2026 at 2 shares worth $6.39K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

PlanVest Financial first reported a position in AZO in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.76K in Q1 2026. 1,240 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • PlanVest Financial held 2 shares of AutoZone worth $6.39K as of Q2 2026.
  • PlanVest Financial left its AutoZone share count unchanged in Q2 2026.
  • AutoZone made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #438 holding.
  • PlanVest Financial first reported a position in AutoZone in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's AutoZone position peaked at $6.76K in Q1 2026.
  • 1,240 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.