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Rooted Wealth Advisors’s AutoZone AZO Stock Holding History

Rooted Wealth Advisors’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 		$217K Sell
68
-2
-3% -$6.64K 0.05% 137
2026
Q1 		$251K Buy
70
+2
+3% +$7.18K 0.07% 128
2025
Q4 		$253K Hold
68
– – 0.07% 121
2025
Q3 		$287K Hold
68
– – 0.09% 102
2025
Q2 		$252K Hold
68
– – 0.09% 93
2025
Q1 		$248K Hold
68
– – 0.11% 80
2024
Q4 		$222K Hold
68
– – 0.09% 88
2024
Q3 		$208K Buy
+68
New +$209K 0.09% 95
2024
Q2 		– Sell
-68
Closed -$216K – 87
2024
Q1 		$216K Buy
+68
New +$194K 0.11% 77

Other funds holding AZO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Rooted Wealth Advisors's AZO Position: Q2 2026 in Review

Rooted Wealth Advisors reduced its AutoZone (AZO) stake by 2.9% in Q2 2026, selling an estimated $6.64K and leaving 68 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #137.

Rooted Wealth Advisors first reported a position in AZO in Q1 2024 and has held it in 9 quarters since. The position peaked at $287K in Q3 2025. 1,265 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Rooted Wealth Advisors held 68 shares of AutoZone worth $217K as of Q2 2026.
  • Rooted Wealth Advisors sold 2 AutoZone shares in Q2 2026, an estimated $6.64K.
  • AutoZone made up 0.05% of Rooted Wealth Advisors's portfolio in Q2 2026, its #137 holding.
  • Rooted Wealth Advisors first reported a position in AutoZone in Q1 2024 and has held it in 9 quarters since.
  • Rooted Wealth Advisors's AutoZone position peaked at $287K in Q3 2025.
  • 1,265 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.