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Principia Wealth Advisory’s AutoZone AZO Stock Holding History

Principia Wealth Advisory’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
-23
Closed -$78K – 1050
2025
Q4 		$78K Buy
+23
New +$86.9K 0.05% 118
2025
Q3 		– Sell
-1
Closed -$3.71K – 973
2025
Q2 		$3.71K Hold
1
– – ﹤0.01% 277
2025
Q1 		$3.58K Buy
+1
New +$3.45K ﹤0.01% 219

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 $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principia Wealth Advisory's AZO Position: Q1 2026 in Review

Principia Wealth Advisory sold out of AutoZone (AZO) in Q1 2026, closing a stake of 23 shares — an estimated $78K sold.

Principia Wealth Advisory first reported a position in AZO in Q1 2025 and held it in 3 quarters. The position peaked at $78K in Q4 2025. 1,299 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

  • Principia Wealth Advisory reported no remaining AutoZone position as of Q1 2026 after selling out during the quarter.
  • Principia Wealth Advisory sold 23 AutoZone shares in Q1 2026, an estimated $78K.
  • Principia Wealth Advisory first reported a position in AutoZone in Q1 2025 and held it in 3 quarters.
  • Principia Wealth Advisory's AutoZone position peaked at $78K in Q4 2025.
  • 1,299 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Principia Wealth Advisory's 13F filing for Q1 2026, filed 26 Aug 2026.