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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
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

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

Simplicity Wealth's AZO Position: Q1 2026 in Review

Simplicity Wealth increased its AutoZone (AZO) stake by 3.7% in Q1 2026, buying an estimated $25.1K and bringing the position to 194 shares worth $655K. The position accounts for 0.04% of the portfolio, ranked #390.

Simplicity Wealth first reported a position in AZO in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.66M in Q2 2024. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

  • Simplicity Wealth held 194 shares of AutoZone worth $655K as of Q1 2026.
  • Simplicity Wealth bought 7 AutoZone shares in Q1 2026, an estimated $25.1K.
  • AutoZone made up 0.04% of Simplicity Wealth's portfolio in Q1 2026, its #390 holding.
  • Simplicity Wealth first reported a position in AutoZone in Q1 2024 and has held it in 8 quarters since.
  • Simplicity Wealth's AutoZone position peaked at $1.66M in Q2 2024.
  • 1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.