Robertson Stephens Wealth Management’s AutoZone AZO Stock Holding History

Robertson Stephens Wealth Management’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	$513K	Sell	152 -46	-23%	-$165K	0.01%	415
2025 Q4	$672K	Buy	+198	New	+$748K	0.02%	374
2025 Q2	–	Sell	-295	Closed	-$1.12M	–	556
2025 Q1	$1.12M	Sell	295 -2	-0.7%	-$6.9K	0.04%	257
2024 Q4	$951K	Buy	297 +2	+0.7%	+$6.33K	0.03%	262
2024 Q3	$929K	Sell	295 -8	-3%	-$24.6K	0.03%	291
2024 Q2	$898K	Buy	303 +5	+2%	+$14.6K	0.05%	241
2024 Q1	$938K	Hold	298	–	–	0.05%	243
2023 Q4	$769K	Buy	298 +3	+1%	+$7.78K	0.05%	251
2023 Q3	$749K	Sell	295 -800	-73%	-$2.01M	0.05%	242
2023 Q2	$2.73M	Buy	1,095 +698	+176%	+$1.78M	0.19%	110
2023 Q1	$976K	Buy	397 +2	+0.5%	+$4.88K	0.08%	201
2022 Q4	$974K	Buy	395 +6	+2%	+$14.5K	0.09%	178
2022 Q3	$833K	Hold	389	–	–	0.09%	172
2022 Q2	$836K	Buy	389 +100	+35%	+$206K	0.08%	177
2022 Q1	$590K	Buy	289 +3	+1%	+$5.86K	0.05%	236
2021 Q4	$599K	Hold	286	–	–	0.05%	243
2021 Q3	$485K	Hold	286	–	–	0.05%	208
2021 Q2	$426K	Hold	286	–	–	0.05%	226
2021 Q1	$401K	Buy	+286	New	+$354K	0.06%	200

Other funds holding AZO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Robertson Stephens Wealth Management's AZO Position: Q1 2026 in Review

Robertson Stephens Wealth Management reduced its AutoZone (AZO) stake by 23% in Q1 2026, selling an estimated $165K and leaving 152 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #415.

Robertson Stephens Wealth Management first reported a position in AZO in Q1 2021 and has held it in 19 quarters since. The position peaked at $2.73M in Q2 2023. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Robertson Stephens Wealth Management held 152 shares of AutoZone worth $513K as of Q1 2026.
Robertson Stephens Wealth Management sold 46 AutoZone shares in Q1 2026, an estimated $165K.
AutoZone made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #415 holding.
Robertson Stephens Wealth Management first reported a position in AutoZone in Q1 2021 and has held it in 19 quarters since.
Robertson Stephens Wealth Management's AutoZone position peaked at $2.73M in Q2 2023.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.