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Tandem Wealth Advisors’s AutoZone AZO Stock Holding History

Tandem Wealth 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 		$594K Buy
186
+12
+7% +$39.9K 0.24% 38
2026
Q1 		$588K Buy
174
+25
+17% +$89.7K 0.26% 33
2025
Q4 		$505K Buy
149
+28
+23% +$106K 0.23% 37
2025
Q3 		$519K Buy
121
+48
+66% +$193K 0.25% 32
2025
Q2 		$271K Sell
73
-14
-16% -$51.6K 0.13% 47
2025
Q1 		$332K Hold
87
– – 0.17% 45
2024
Q4 		$279K Buy
87
+3
+4% +$9.5K 0.14% 50
2024
Q3 		$265K Hold
84
– – 0.13% 48
2024
Q2 		$249K Hold
84
– – 0.13% 48
2024
Q1 		$265K Hold
84
– – 0.15% 45
2023
Q4 		$217K Hold
84
– – 0.13% 49
2023
Q3 		$213K Buy
84
+3
+4% +$7.53K 0.13% 49
2023
Q2 		$202K Buy
+81
New +$207K 0.12% 50
2023
Q1 		– Sell
-68
Closed -$168K – 47
2022
Q4 		$168K Buy
+68
New +$164K 0.11% 54

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

Tandem Wealth Advisors's AZO Position: Q2 2026 in Review

Tandem Wealth Advisors increased its AutoZone (AZO) stake by 6.9% in Q2 2026, buying an estimated $39.9K and bringing the position to 186 shares worth $594K. The position accounts for 0.24% of the portfolio, ranked #38.

Tandem Wealth Advisors first reported a position in AZO in Q4 2022 and has held it in 14 quarters since. 1,266 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Tandem Wealth Advisors held 186 shares of AutoZone worth $594K as of Q2 2026.
  • Tandem Wealth Advisors bought 12 AutoZone shares in Q2 2026, an estimated $39.9K.
  • AutoZone made up 0.24% of Tandem Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • Tandem Wealth Advisors first reported a position in AutoZone in Q4 2022 and has held it in 14 quarters since.
  • 1,266 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Tandem Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.