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Summit Trail Advisors’s AutoZone AZO Stock Holding History

Summit Trail 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 		$2.33M Sell
728
-72
-9% -$239K 0.03% 513
2026
Q1 		$2.7M Buy
800
+248
+45% +$890K 0.04% 353
2025
Q4 		$1.87M Buy
552
+2
+0.4% +$7.56K 0.03% 445
2025
Q3 		$2.36M Buy
550
+134
+32% +$538K 0.03% 359
2025
Q2 		$1.55M Buy
+416
New +$1.53M 0.03% 335
2024
Q4 		– Sell
-148
Closed -$465K – 434
2024
Q3 		$465K Buy
148
+46
+45% +$141K 0.01% 409
2024
Q2 		$301K Buy
102
+8
+9% +$23.4K 0.01% 494
2024
Q1 		$298K Sell
94
-16
-15% -$45.7K 0.01% 462
2023
Q4 		$283K Buy
110
+4
+4% +$10.4K 0.01% 411
2023
Q3 		$269K Buy
106
+10
+10% +$25.1K 0.01% 405
2023
Q2 		$239K Buy
+96
New +$245K 0.01% 428
2018
Q1 		– Sell
-146
Closed -$114K – 540
2017
Q4 		$114K Buy
+146
New +$93.3K 0.01% 588

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 $3.38T AUM 44.17% 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

Summit Trail Advisors's AZO Position: Q2 2026 in Review

Summit Trail Advisors reduced its AutoZone (AZO) stake by 9% in Q2 2026, selling an estimated $239K and leaving 728 shares worth $2.33M. The position accounts for 0.03% of the portfolio, ranked #513.

Summit Trail Advisors first reported a position in AZO in Q4 2017 and has held it in 12 quarters since. The position peaked at $2.7M in Q1 2026. 1,271 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Summit Trail Advisors held 728 shares of AutoZone worth $2.33M as of Q2 2026.
  • Summit Trail Advisors sold 72 AutoZone shares in Q2 2026, an estimated $239K.
  • AutoZone made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #513 holding.
  • Summit Trail Advisors first reported a position in AutoZone in Q4 2017 and has held it in 12 quarters since.
  • Summit Trail Advisors's AutoZone position peaked at $2.7M in Q1 2026.
  • 1,271 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.