SAG
AZO icon

SageView Advisory Group’s AutoZone AZO Stock Holding History

SageView Advisory Group’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 		– Sell
-94
Closed -$319K – 738
2025
Q4 		$319K Sell
94
-9
-9% -$34K 0.01% 471
2025
Q3 		$442K Buy
103
+9
+10% +$36.1K 0.02% 413
2025
Q2 		$357K Sell
94
-11
-10% -$40.5K 0.01% 443
2025
Q1 		$400K Buy
105
+5
+5% +$17.3K 0.02% 391
2024
Q4 		$320K Buy
100
+14
+16% +$44.3K 0.01% 443
2024
Q3 		$271K Sell
86
-23
-21% -$70.6K 0.01% 427
2024
Q2 		$323K Buy
109
+25
+30% +$73.2K 0.02% 413
2024
Q1 		$265K Sell
84
-16
-16% -$45.7K 0.01% 443
2023
Q4 		$284K Buy
+100
New +$259K 0.01% 527

Other funds holding AZO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SageView Advisory Group's AZO Position: Q1 2026 in Review

SageView Advisory Group sold out of AutoZone (AZO) in Q1 2026, closing a stake of 94 shares — an estimated $319K sold.

SageView Advisory Group first reported a position in AZO in Q4 2023 and held it in 9 quarters. The position peaked at $442K in Q3 2025. 1,299 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

  • SageView Advisory Group reported no remaining AutoZone position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 94 AutoZone shares in Q1 2026, an estimated $319K.
  • SageView Advisory Group first reported a position in AutoZone in Q4 2023 and held it in 9 quarters.
  • SageView Advisory Group's AutoZone position peaked at $442K in Q3 2025.
  • 1,299 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.