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United Capital Financial Advisors’s AutoZone AZO Stock Holding History

United Capital Financial 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
Q1 		$4.24M Buy
1,255
+51
+4% +$183K 0.03% 389
2025
Q4 		$4.08M Buy
1,204
+36
+3% +$136K 0.02% 387
2025
Q3 		$5.01M Buy
1,168
+25
+2% +$100K 0.04% 310
2025
Q2 		$4.24M Buy
1,143
+19
+2% +$70K 0.03% 307
2025
Q1 		$4.28M Buy
1,124
+4
+0.4% +$13.8K 0.04% 296
2024
Q4 		$3.58M Buy
1,120
+3
+0.3% +$9.5K 0.03% 314
2024
Q3 		$3.52M Buy
1,117
+4
+0.4% +$12.3K 0.03% 321
2024
Q2 		$3.3M Sell
1,113
-5
-0.4% -$14.6K 0.03% 327
2024
Q1 		$3.52M Buy
1,118
+794
+245% +$2.27M 0.03% 332
2023
Q4 		$838K Buy
324
+231
+248% +$599K 0.01% 593
2023
Q3 		$236K Sell
93
-66
-42% -$166K ﹤0.01% 771
2023
Q2 		$396K Sell
159
-1,090
-87% -$2.78M ﹤0.01% 720
2023
Q1 		$3.07M Sell
1,249
-754
-38% -$1.84M 0.02% 390
2022
Q4 		$4.94M Sell
2,003
-23
-1% -$55.6K 0.03% 325
2022
Q3 		$4.34M Sell
2,026
-37
-2% -$80.6K 0.03% 342
2022
Q2 		$4.43M Sell
2,063
-19
-0.9% -$39.1K 0.02% 354
2022
Q1 		$4.26M Sell
2,082
-48
-2% -$93.8K 0.02% 390
2021
Q4 		$4.46M Sell
2,130
-28
-1% -$52.1K 0.02% 384
2021
Q3 		$3.66M Sell
2,158
-145
-6% -$233K 0.02% 420
2021
Q2 		$3.44M Sell
2,303
-19
-0.8% -$27.5K 0.02% 435
2021
Q1 		$3.26M Sell
2,322
-5
-0.2% -$6.19K 0.02% 420
2020
Q4 		$2.76M Buy
2,327
+75
+3% +$86.9K 0.02% 447
2020
Q3 		$2.65M Sell
2,252
-69
-3% -$81.5K 0.02% 441
2020
Q2 		$2.62M Sell
2,321
-30
-1% -$31.6K 0.02% 463
2020
Q1 		$1.99M Sell
2,351
-226
-9% -$235K 0.02% 497
2019
Q4 		$3.07M Buy
2,577
+594
+30% +$686K 0.02% 517
2019
Q3 		$2.15M Sell
1,983
-433
-18% -$485K 0.02% 573
2019
Q2 		$2.66M Buy
2,416
+1,001
+71% +$1.05M 0.02% 544
2019
Q1 		$1.45M Buy
1,415
+15
+1% +$13.5K 0.01% 674
2018
Q4 		$1.17M Buy
1,400
+64
+5% +$51.3K 0.01% 668
2018
Q3 		$1.04M Sell
1,336
-14
-1% -$10.3K 0.01% 772
2018
Q2 		$906K Sell
1,350
-8
-0.6% -$5.16K 0.01% 783
2018
Q1 		$881K Buy
1,358
+73
+6% +$52.3K 0.01% 805
2017
Q4 		$923K Buy
1,285
+28
+2% +$17.9K 0.01% 800
2017
Q3 		$748K Sell
1,257
-1,287
-51% -$685K 0.01% 851
2017
Q2 		$1.45M Sell
2,544
-534
-17% -$348K 0.01% 659
2017
Q1 		$2.23M Sell
3,078
-410
-12% -$304K 0.02% 539
2016
Q4 		$2.75M Buy
3,488
+246
+8% +$189K 0.03% 492
2016
Q3 		$2.49M Buy
3,242
+2,163
+200% +$1.68M 0.02% 533
2016
Q2 		$857K Buy
1,079
+11
+1% +$8.47K 0.01% 779
2016
Q1 		$851K Sell
1,068
-31
-3% -$23.4K 0.01% 738
2015
Q4 		$815K Sell
1,099
-42
-4% -$32K 0.01% 745
2015
Q3 		$826K Buy
1,141
+75
+7% +$53.1K 0.01% 743
2015
Q2 		$711K Sell
1,066
-4
-0.4% -$2.74K 0.01% 805
2015
Q1 		$720K Buy
1,070
+2
+0.2% +$1.26K 0.01% 800
2014
Q4 		$661K Buy
1,068
+28
+3% +$15.8K 0.01% 739
2014
Q3 		$530K Buy
+1,040
New +$548K 0.01% 778
2014
Q2 		– Sell
-1,043
Closed -$560K – 796
2014
Q1 		$560K Buy
+1,043
New +$541K 0.01% 615
2013
Q4 		– Sell
-1,001
Closed -$423K – 644
2013
Q3 		$423K Buy
1,001
+10
+1% +$4.28K 0.01% 482
2013
Q2 		$420K Buy
+991
New +$404K 0.01% 534

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

United Capital Financial Advisors's AZO Position: Q1 2026 in Review

United Capital Financial Advisors increased its AutoZone (AZO) stake by 4.2% in Q1 2026, buying an estimated $183K and bringing the position to 1,255 shares worth $4.24M. The position accounts for 0.03% of the portfolio, ranked #389.

United Capital Financial Advisors first reported a position in AZO in Q2 2013 and has held it in 50 quarters since. The position peaked at $5.01M in Q3 2025. 1,292 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

  • United Capital Financial Advisors held 1,255 shares of AutoZone worth $4.24M as of Q1 2026.
  • United Capital Financial Advisors bought 51 AutoZone shares in Q1 2026, an estimated $183K.
  • AutoZone made up 0.03% of United Capital Financial Advisors's portfolio in Q1 2026, its #389 holding.
  • United Capital Financial Advisors first reported a position in AutoZone in Q2 2013 and has held it in 50 quarters since.
  • United Capital Financial Advisors's AutoZone position peaked at $5.01M in Q3 2025.
  • 1,292 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.