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Root Financial Partners’s AutoZone AZO Stock Holding History

Root Financial Partners’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 		$81.1K Buy
24
+13
+118% +$46.6K ﹤0.01% 655
2025
Q4 		$37.3K Sell
11
-1
-8% -$3.78K ﹤0.01% 839
2025
Q3 		$51.5K Buy
+12
New +$48.1K ﹤0.01% 660

Other funds holding AZO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Root Financial Partners's AZO Position: Q1 2026 in Review

Root Financial Partners increased its AutoZone (AZO) stake by 118% in Q1 2026, buying an estimated $46.6K and bringing the position to 24 shares worth $81.1K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Root Financial Partners first reported a position in AZO in Q3 2025 and has held it in 3 quarters since. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

  • Root Financial Partners held 24 shares of AutoZone worth $81.1K as of Q1 2026.
  • Root Financial Partners bought 13 AutoZone shares in Q1 2026, an estimated $46.6K.
  • AutoZone made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #655 holding.
  • Root Financial Partners first reported a position in AutoZone in Q3 2025 and has held it in 3 quarters since.
  • 1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.