Sequent Planning’s AutoZone AZO Stock Holding History

Sequent Planning’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	$467K	Hold	146	–	–	0.1%	159
2026 Q1	$493K	Hold	146	–	–	0.12%	136
2025 Q4	$495K	Hold	146	–	–	0.13%	123
2025 Q3	$626K	Hold	146	–	–	0.18%	103
2025 Q2	$542K	Hold	146	–	–	0.17%	86
2025 Q1	$557K	Buy	146 +14	+11%	+$48.3K	0.2%	75
2024 Q4	$423K	Hold	132	–	–	0.16%	90
2024 Q3	$416K	Hold	132	–	–	0.14%	96
2024 Q2	$374K	Hold	132	–	–	0.13%	101
2024 Q1	$416K	Buy	+132	New	+$377K	0.15%	95

Other funds holding AZO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sequent Planning's AZO Position: Q2 2026 in Review

Sequent Planning held its AutoZone (AZO) position steady in Q2 2026 at 146 shares worth $467K. The position accounts for 0.1% of the portfolio, ranked #159.

Sequent Planning first reported a position in AZO in Q1 2024 and has held it in 10 quarters since. The position peaked at $626K in Q3 2025. 1,270 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

Sequent Planning held 146 shares of AutoZone worth $467K as of Q2 2026.
Sequent Planning left its AutoZone share count unchanged in Q2 2026.
AutoZone made up 0.1% of Sequent Planning's portfolio in Q2 2026, its #159 holding.
Sequent Planning first reported a position in AutoZone in Q1 2024 and has held it in 10 quarters since.
Sequent Planning's AutoZone position peaked at $626K in Q3 2025.
1,270 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.