EWA
AZO icon

EverSource Wealth Advisors’s AutoZone AZO Stock Holding History

EverSource Wealth 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 		$8.91M Sell
2,788
-237
-8% -$787K 0.3% 72
2026
Q1 		$10.2M Buy
3,025
+234
+8% +$840K 0.31% 67
2025
Q4 		$9.46M Sell
2,791
-97
-3% -$366K 0.35% 65
2025
Q3 		$12.4M Buy
2,888
+5
+0.2% +$20.1K 0.49% 47
2025
Q2 		$10.7M Buy
2,883
+98
+4% +$361K 0.48% 46
2025
Q1 		$10.6M Buy
2,785
+25
+0.9% +$86.3K 0.58% 39
2024
Q4 		$8.84M Buy
2,760
+17
+0.6% +$53.8K 0.5% 48
2024
Q3 		$8.64M Sell
2,743
-8
-0.3% -$24.6K 0.55% 46
2024
Q2 		$8.62M Buy
2,751
+7
+0.3% +$20.5K 0.57% 42
2024
Q1 		$8.11M Sell
2,744
-17
-0.6% -$48.6K 0.64% 39
2023
Q4 		$7.14M Buy
2,761
+10
+0.4% +$25.9K 0.65% 33
2023
Q3 		$6.99M Buy
2,751
+69
+3% +$173K 0.74% 30
2023
Q2 		$6.69M Buy
2,682
+14
+0.5% +$35.7K 0.74% 31
2023
Q1 		$6.56M Buy
2,668
+230
+9% +$561K 0.82% 27
2022
Q4 		$6.01M Buy
2,438
+2,430
+30,375% +$5.87M 0.91% 23
2022
Q3 		$17K Buy
8
+5
+167% +$10.9K ﹤0.01% 950
2022
Q2 		$6K Hold
3
– – ﹤0.01% 1181
2022
Q1 		$6K Buy
+3
New +$5.86K ﹤0.01% 1166

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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

EverSource Wealth Advisors's AZO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its AutoZone (AZO) stake by 7.8% in Q2 2026, selling an estimated $787K and leaving 2,788 shares worth $8.91M. The position accounts for 0.3% of the portfolio, ranked #72.

EverSource Wealth Advisors first reported a position in AZO in Q1 2022 and has held it in 18 quarters since. The position peaked at $12.4M in Q3 2025. 321 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • EverSource Wealth Advisors held 2,788 shares of AutoZone worth $8.91M as of Q2 2026.
  • EverSource Wealth Advisors sold 237 AutoZone shares in Q2 2026, an estimated $787K.
  • AutoZone made up 0.3% of EverSource Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • EverSource Wealth Advisors first reported a position in AutoZone in Q1 2022 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's AutoZone position peaked at $12.4M in Q3 2025.
  • 321 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.