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 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Root Financial Partners's AZO Position: Q2 2026 in Review

Root Financial Partners sold out of AutoZone (AZO) in Q2 2026, closing a stake of 24 shares — an estimated $81.1K sold.

Root Financial Partners first reported a position in AZO in Q3 2025 and held it in 3 quarters. The position peaked at $81.1K in Q1 2026. 1,267 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

Root Financial Partners reported no remaining AutoZone position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 24 AutoZone shares in Q2 2026, an estimated $81.1K.
Root Financial Partners first reported a position in AutoZone in Q3 2025 and held it in 3 quarters.
Root Financial Partners's AutoZone position peaked at $81.1K in Q1 2026.
1,267 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.