Schwarz Dygos Wheeler Investment Advisors’s AutoZone AZO Stock Holding History

Schwarz Dygos Wheeler Investment 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	$793K	Hold	248	–	–	0.15%	90
2026 Q1	$838K	Sell	248 -2	-0.8%	-$7.18K	0.17%	84
2025 Q4	$848K	Hold	250	–	–	0.18%	86
2025 Q3	$1.07M	Hold	250	–	–	0.23%	69
2025 Q2	$928K	Sell	250 -4	-2%	-$14.7K	0.21%	75
2025 Q1	$968K	Sell	254 -3	-1%	-$10.4K	0.23%	71
2024 Q4	$823K	Hold	257	–	–	0.2%	76
2024 Q3	$810K	Hold	257	–	–	0.2%	78
2024 Q2	$762K	Hold	257	–	–	0.2%	79
2024 Q1	$810K	Sell	257 -6	-2%	-$17.1K	0.23%	72
2023 Q4	$680K	Hold	263	–	–	0.21%	76
2023 Q3	$668K	Hold	263	–	–	0.23%	69
2023 Q2	$656K	Hold	263	–	–	0.22%	70
2023 Q1	$646K	Hold	263	–	–	0.23%	64
2022 Q4	$649K	Hold	263	–	–	0.25%	62
2022 Q3	$563K	Hold	263	–	–	0.25%	60
2022 Q2	$565K	Hold	263	–	–	0.23%	65
2022 Q1	$538K	Hold	263	–	–	0.18%	79
2021 Q4	$551K	Hold	263	–	–	0.19%	77
2021 Q3	$447K	Buy	263 +30	+13%	+$48.1K	0.16%	84
2021 Q2	$348K	Hold	233	–	–	0.13%	95
2021 Q1	$327K	Hold	233	–	–	0.13%	93
2020 Q4	$276K	Buy	233 +44	+23%	+$51K	0.13%	89
2020 Q3	$223K	Buy	+189	New	+$223K	0.13%	88

Other funds holding AZO

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

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

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's AZO Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its AutoZone (AZO) position steady in Q2 2026 at 248 shares worth $793K. The position accounts for 0.15% of the portfolio, ranked #90.

Schwarz Dygos Wheeler Investment Advisors first reported a position in AZO in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.07M in Q3 2025. 780 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 248 shares of AutoZone worth $793K as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors left its AutoZone share count unchanged in Q2 2026.
AutoZone made up 0.15% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #90 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in AutoZone in Q3 2020 and has held it in 24 quarters since.
Schwarz Dygos Wheeler Investment Advisors's AutoZone position peaked at $1.07M in Q3 2025.
780 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.