SWP
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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
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

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

Sagespring Wealth Partners's AZO Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its AutoZone (AZO) stake by 8.2% in Q1 2026, selling an estimated $64.6K and leaving 201 shares worth $679K. The position accounts for 0.01% of the portfolio, ranked #423.

Sagespring Wealth Partners first reported a position in AZO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.02M in Q3 2025. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

  • Sagespring Wealth Partners held 201 shares of AutoZone worth $679K as of Q1 2026.
  • Sagespring Wealth Partners sold 18 AutoZone shares in Q1 2026, an estimated $64.6K.
  • AutoZone made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #423 holding.
  • Sagespring Wealth Partners first reported a position in AutoZone in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's AutoZone position peaked at $1.02M in Q3 2025.
  • 1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.