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Simplicity Wealth’s AutoZone AZO Stock Holding History

Simplicity Wealth’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 		$572K Sell
179
-15
-8% -$49.8K 0.02% 585
2026
Q1 		$655K Buy
194
+7
+4% +$25.1K 0.04% 390
2025
Q4 		$634K Sell
187
-12
-6% -$45.3K 0.04% 374
2025
Q3 		$854K Sell
199
-183
-48% -$734K 0.05% 331
2025
Q2 		$1.42M Buy
382
+212
+125% +$781K 0.06% 261
2025
Q1 		$648K Buy
+170
New +$587K 0.05% 303
2024
Q4 		– Sell
-126
Closed -$397K – 342
2024
Q3 		$397K Sell
126
-433
-77% -$1.33M 0.04% 338
2024
Q2 		$1.66M Buy
559
+100
+22% +$293K 0.04% 389
2024
Q1 		$1.45M Buy
+459
New +$1.31M 0.03% 421

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

Simplicity Wealth's AZO Position: Q2 2026 in Review

Simplicity Wealth reduced its AutoZone (AZO) stake by 7.7% in Q2 2026, selling an estimated $49.8K and leaving 179 shares worth $572K. The position accounts for 0.02% of the portfolio, ranked #585.

Simplicity Wealth first reported a position in AZO in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.66M in Q2 2024. 1,266 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Simplicity Wealth held 179 shares of AutoZone worth $572K as of Q2 2026.
  • Simplicity Wealth sold 15 AutoZone shares in Q2 2026, an estimated $49.8K.
  • AutoZone made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #585 holding.
  • Simplicity Wealth first reported a position in AutoZone in Q1 2024 and has held it in 9 quarters since.
  • Simplicity Wealth's AutoZone position peaked at $1.66M in Q2 2024.
  • 1,266 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.