Wealthspire Advisors (New York)’s AutoZone AZO Stock Holding History

Wealthspire Advisors (New York)’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	$649K	Sell	192 -55	-22%	-$197K	0.01%	505
2025 Q4	$839K	Buy	247 +65	+36%	+$246K	0.01%	469
2025 Q3	$781K	Sell	182 -33	-15%	-$132K	﹤0.01%	438
2025 Q2	$798K	Sell	215 -22	-9%	-$81.1K	﹤0.01%	432
2025 Q1	$904K	Sell	237 -75	-24%	-$259K	0.01%	394
2024 Q4	$999K	Sell	312 -14	-4%	-$44.3K	0.01%	371
2024 Q3	$1.03M	Buy	326 +2	+0.6%	+$6.14K	0.01%	370
2024 Q2	$960K	Buy	324 +15	+5%	+$43.9K	0.01%	318
2024 Q1	$974K	Sell	309 -44	-12%	-$126K	0.01%	320
2023 Q4	$913K	Buy	353 +21	+6%	+$54.5K	0.01%	325
2023 Q3	$843K	Buy	+332	New	+$833K	0.01%	306
2022 Q1	–	Sell	-119	Closed	-$249K	–	445
2021 Q4	$249K	Buy	+119	New	+$222K	0.01%	467
2021 Q2	–	Sell	-241	Closed	-$338K	–	393
2021 Q1	$338K	Buy	241 +30	+14%	+$37.1K	0.01%	518
2020 Q4	$250K	Buy	+211	New	+$244K	0.01%	495
2019 Q1	–	Sell	-13	Closed	-$11K	–	112
2018 Q4	$11K	Buy	+13	New	+$10.4K	﹤0.01%	470

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

Wealthspire Advisors (New York)'s AZO Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its AutoZone (AZO) stake by 22% in Q1 2026, selling an estimated $197K and leaving 192 shares worth $649K. The position accounts for 0.01% of the portfolio, ranked #505.

Wealthspire Advisors (New York) first reported a position in AZO in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.03M in Q3 2024. 1,291 funds tracked by Wall St. Rank hold AZO as of Q1 2026.

Wealthspire Advisors (New York) held 192 shares of AutoZone worth $649K as of Q1 2026.
Wealthspire Advisors (New York) sold 55 AutoZone shares in Q1 2026, an estimated $197K.
AutoZone made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #505 holding.
Wealthspire Advisors (New York) first reported a position in AutoZone in Q4 2018 and has held it in 15 quarters since.
Wealthspire Advisors (New York)'s AutoZone position peaked at $1.03M in Q3 2024.
1,291 funds tracked by Wall St. Rank held AutoZone as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.