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Sagespring Wealth Partners’s AutoZone AZO Stock Holding History

Sagespring Wealth 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 		$626K Sell
196
-5
-2% -$16.6K 0.01% 469
2026
Q1 		$679K Sell
201
-18
-8% -$64.6K 0.01% 423
2025
Q4 		$743K Sell
219
-18
-8% -$68K 0.01% 372
2025
Q3 		$1.02M Buy
237
+22
+10% +$88.3K 0.02% 298
2025
Q2 		$798K Buy
215
+14
+7% +$51.6K 0.02% 332
2025
Q1 		$766K Buy
201
+50
+33% +$173K 0.02% 293
2024
Q4 		$484K Buy
+151
New +$478K 0.01% 357

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

Sagespring Wealth Partners's AZO Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its AutoZone (AZO) stake by 2.5% in Q2 2026, selling an estimated $16.6K and leaving 196 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #469.

Sagespring Wealth Partners first reported a position in AZO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q3 2025. 1,270 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Sagespring Wealth Partners held 196 shares of AutoZone worth $626K as of Q2 2026.
  • Sagespring Wealth Partners sold 5 AutoZone shares in Q2 2026, an estimated $16.6K.
  • AutoZone made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #469 holding.
  • Sagespring Wealth Partners first reported a position in AutoZone in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's AutoZone position peaked at $1.02M in Q3 2025.
  • 1,270 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.