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GoalVest Advisory’s AutoZone AZO Stock Holding History

GoalVest Advisory’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 		$16K Buy
+5
New +$16.6K ﹤0.01% 324
2022
Q3 		– Sell
-425
Closed -$910K – 253
2022
Q2 		$910K Buy
+425
New +$874K 0.58% 52

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

GoalVest Advisory's AZO Position: Q2 2026 in Review

GoalVest Advisory opened a new position in AutoZone (AZO) in Q2 2026: 5 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #324 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in AZO as recently as Q2 2022.

GoalVest Advisory first reported a position in AZO in Q2 2022 and has held it in 2 quarters since. The position peaked at $910K in Q2 2022. 176 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • GoalVest Advisory held 5 shares of AutoZone worth $16K as of Q2 2026.
  • AutoZone was a new GoalVest Advisory position in Q2 2026.
  • AutoZone made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #324 holding.
  • GoalVest Advisory first reported a position in AutoZone in Q2 2022 and has held it in 2 quarters since.
  • GoalVest Advisory's AutoZone position peaked at $910K in Q2 2022.
  • 176 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.