Valley National Advisers’s AutoZone AZO Stock Holding History

Valley National Advisers’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	$33K	Buy	10 +6	+150%	+$21.5K	﹤0.01%	441
2025 Q4	$12K	Buy	4 +1	+33%	+$3.78K	﹤0.01%	562
2025 Q3	$12K	Hold	3	–	–	﹤0.01%	528
2025 Q2	$11K	Hold	3	–	–	﹤0.01%	536
2025 Q1	$12K	Hold	3	–	–	﹤0.01%	530
2024 Q4	$10K	Hold	3	–	–	﹤0.01%	537
2024 Q3	$9K	Sell	3 -25	-89%	-$76.8K	﹤0.01%	527
2024 Q2	$83K	Hold	28	–	–	0.01%	327
2024 Q1	$88K	Buy	28 +2	+8%	+$5.72K	0.01%	331
2023 Q4	$67K	Sell	26 -2	-7%	-$5.19K	0.01%	360
2023 Q3	$71K	Sell	28 -1	-3%	-$2.51K	0.01%	341
2023 Q2	$72K	Sell	29 -8	-22%	-$20.4K	0.01%	341
2023 Q1	$99K	Sell	37 -16	-30%	-$39K	0.02%	299
2022 Q4	$128K	Sell	53 -3	-5%	-$7.25K	0.02%	277
2022 Q3	$129K	Buy	56 +11	+24%	+$24K	0.03%	273
2022 Q2	$97K	Buy	45 +4	+10%	+$8.23K	0.02%	281
2022 Q1	$83K	Buy	41 +23	+128%	+$44.9K	0.02%	302
2021 Q4	$37K	Buy	18 +5	+38%	+$9.31K	0.01%	403
2021 Q3	$22K	Buy	13 +1	+8%	+$1.6K	﹤0.01%	469
2021 Q2	$18K	Buy	12 +5	+71%	+$7.25K	﹤0.01%	500
2021 Q1	$10K	Buy	7 +3	+75%	+$3.71K	﹤0.01%	534
2020 Q4	$5K	Hold	4	–	–	﹤0.01%	601
2020 Q3	$5K	Hold	4	–	–	﹤0.01%	558
2020 Q2	$5K	Buy	+4	New	+$4.21K	﹤0.01%	550

Other funds holding AZO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Valley National Advisers's AZO Position: Q1 2026 in Review

Valley National Advisers increased its AutoZone (AZO) stake by 150% in Q1 2026, buying an estimated $21.5K and bringing the position to 10 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Valley National Advisers first reported a position in AZO in Q2 2020 and has held it in 24 quarters since. The position peaked at $129K in Q3 2022. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Valley National Advisers held 10 shares of AutoZone worth $33K as of Q1 2026.
Valley National Advisers bought 6 AutoZone shares in Q1 2026, an estimated $21.5K.
AutoZone made up ﹤0.01% of Valley National Advisers's portfolio in Q1 2026, its #441 holding.
Valley National Advisers first reported a position in AutoZone in Q2 2020 and has held it in 24 quarters since.
Valley National Advisers's AutoZone position peaked at $129K in Q3 2022.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.