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Waverly Advisors’s AutoZone AZO Stock Holding History

Waverly 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 		$1.63M Buy
510
+66
+15% +$219K 0.01% 746
2026
Q1 		$1.5M Buy
444
+14
+3% +$50.2K 0.01% 708
2025
Q4 		$1.46M Sell
430
-43
-9% -$162K 0.01% 652
2025
Q3 		$2.03M Buy
473
+69
+17% +$277K 0.02% 512
2025
Q2 		$1.5M Buy
404
+13
+3% +$47.9K 0.02% 543
2025
Q1 		$1.49M Sell
391
-1
-0.3% -$3.45K 0.02% 538
2024
Q4 		$1.25M Buy
392
+80
+26% +$253K 0.02% 476
2024
Q3 		$982K Buy
312
+3
+1% +$9.21K 0.02% 449
2024
Q2 		$915K Buy
309
+94
+44% +$275K 0.02% 447
2024
Q1 		$676K Buy
215
+2
+0.9% +$5.72K 0.02% 424
2023
Q4 		$551K Buy
+213
New +$552K 0.02% 283
2015
Q4 		– Sell
-47
Closed -$34K – 147
2015
Q3 		$34K Buy
+47
New +$33.3K 0.02% 182
2014
Q4 		– Sell
-304
Closed -$155K – 437
2014
Q3 		$155K Hold
304
– – 0.08% 99
2014
Q2 		$163K Hold
304
– – 0.07% 110
2014
Q1 		$163K Buy
304
+84
+38% +$43.6K 0.07% 104
2013
Q4 		$105K Buy
+220
New +$98.7K 0.04% 218

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

Waverly Advisors's AZO Position: Q2 2026 in Review

Waverly Advisors increased its AutoZone (AZO) stake by 15% in Q2 2026, buying an estimated $219K and bringing the position to 510 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #746.

Waverly Advisors first reported a position in AZO in Q4 2013 and has held it in 16 quarters since. The position peaked at $2.03M in Q3 2025. 1,266 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Waverly Advisors held 510 shares of AutoZone worth $1.63M as of Q2 2026.
  • Waverly Advisors bought 66 AutoZone shares in Q2 2026, an estimated $219K.
  • AutoZone made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #746 holding.
  • Waverly Advisors first reported a position in AutoZone in Q4 2013 and has held it in 16 quarters since.
  • Waverly Advisors's AutoZone position peaked at $2.03M in Q3 2025.
  • 1,266 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.