EFG
AZO icon

Everhart Financial Group’s AutoZone AZO Stock Holding History

Everhart Financial 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 		$1.01M Sell
316
-21
-6% -$69.8K 0.06% 168
2026
Q1 		$1.14M Buy
337
+3
+0.9% +$10.8K 0.1% 146
2025
Q4 		$1.13M Sell
334
-12
-3% -$45.3K 0.1% 136
2025
Q3 		$1.48M Buy
346
+34
+11% +$136K 0.15% 91
2025
Q2 		$1.16M Buy
312
+18
+6% +$66.3K 0.13% 106
2025
Q1 		$1.12M Buy
294
+21
+8% +$72.5K 0.15% 95
2024
Q4 		$874K Buy
273
+11
+4% +$34.8K 0.18% 115
2024
Q3 		$825K Buy
262
+19
+8% +$58.3K 0.18% 124
2024
Q2 		$720K Buy
243
+28
+13% +$82K 0.19% 113
2024
Q1 		$678K Buy
215
+10
+5% +$28.6K 0.2% 112
2023
Q4 		$530K Buy
205
+3
+1% +$7.78K 0.19% 107
2023
Q3 		$513K Buy
202
+13
+7% +$32.6K 0.22% 92
2023
Q2 		$471K Buy
189
+13
+7% +$33.2K 0.19% 101
2023
Q1 		$433K Buy
176
+15
+9% +$36.6K 0.19% 99
2022
Q4 		$397K Sell
161
-34
-17% -$82.2K 0.2% 96
2022
Q3 		$418K Buy
195
+6
+3% +$13.1K 0.23% 82
2022
Q2 		$407K Buy
189
+86
+83% +$177K 0.25% 93
2022
Q1 		$211K Buy
+103
New +$201K 0.12% 124

Other funds holding AZO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Everhart Financial Group's AZO Position: Q2 2026 in Review

Everhart Financial Group reduced its AutoZone (AZO) stake by 6.2% in Q2 2026, selling an estimated $69.8K and leaving 316 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #168.

Everhart Financial Group first reported a position in AZO in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.48M in Q3 2025. 201 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Everhart Financial Group held 316 shares of AutoZone worth $1.01M as of Q2 2026.
  • Everhart Financial Group sold 21 AutoZone shares in Q2 2026, an estimated $69.8K.
  • AutoZone made up 0.06% of Everhart Financial Group's portfolio in Q2 2026, its #168 holding.
  • Everhart Financial Group first reported a position in AutoZone in Q1 2022 and has held it in 18 quarters since.
  • Everhart Financial Group's AutoZone position peaked at $1.48M in Q3 2025.
  • 201 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.