UFPG
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United Financial Planning Group’s AutoZone AZO Stock Holding History

United Financial Planning Group’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 		$12.8K Hold
4
– – 0.01% 219
2026
Q1 		$13.5K Buy
4
+3
+300% +$10.8K 0.01% 173
2025
Q4 		$3.39K Buy
+1
New +$3.78K ﹤0.01% 297

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

United Financial Planning Group's AZO Position: Q2 2026 in Review

United Financial Planning Group held its AutoZone (AZO) position steady in Q2 2026 at 4 shares worth $12.8K. The position accounts for 0.01% of the portfolio, ranked #219.

United Financial Planning Group first reported a position in AZO in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.5K in Q1 2026. 1,265 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • United Financial Planning Group held 4 shares of AutoZone worth $12.8K as of Q2 2026.
  • United Financial Planning Group left its AutoZone share count unchanged in Q2 2026.
  • AutoZone made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #219 holding.
  • United Financial Planning Group first reported a position in AutoZone in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's AutoZone position peaked at $13.5K in Q1 2026.
  • 1,265 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.