Root Financial Partners
AZO icon

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
Q3 		$17K Buy
+6
New +$17.9K ﹤0.01% 1639
2026
Q2 		– Sell
-24
Closed -$81.1K – 673
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 $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Root Financial Partners's AZO Position: Q3 2026 in Review

Root Financial Partners opened a new position in AutoZone (AZO) in Q3 2026: 6 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #1639 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AZO as recently as Q1 2026.

Root Financial Partners first reported a position in AZO in Q3 2025 and has held it in 4 quarters since. The position peaked at $81.1K in Q1 2026. 1,018 funds tracked by Wall St. Rank hold AZO as of Q3 2026.

  • Root Financial Partners held 6 shares of AutoZone worth $17K as of Q3 2026.
  • AutoZone was a new Root Financial Partners position in Q3 2026.
  • AutoZone made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1639 holding.
  • Root Financial Partners first reported a position in AutoZone in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's AutoZone position peaked at $81.1K in Q1 2026.
  • 1,018 funds tracked by Wall St. Rank held AutoZone as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.