IWA
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IVC Wealth Advisors’s AutoZone AZO Stock Holding History

IVC 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 		$345K Buy
108
+1
+0.9% +$3.32K 0.13% 122
2026
Q1 		$361K Buy
107
+3
+3% +$10.8K 0.16% 111
2025
Q4 		$353K Buy
104
+1
+1% +$3.78K 0.15% 117
2025
Q3 		$442K Buy
103
+4
+4% +$16K 0.2% 96
2025
Q2 		$368K Sell
99
-1
-1% -$3.69K 0.18% 105
2025
Q1 		$381K Buy
100
+5
+5% +$17.3K 0.21% 99
2024
Q4 		$304K Hold
95
– – 0.17% 117
2024
Q3 		$299K Buy
95
+4
+4% +$12.3K 0.16% 124
2024
Q2 		$270K Buy
91
+10
+12% +$29.3K 0.15% 133
2024
Q1 		$255K Hold
81
– – 0.15% 138
2023
Q4 		$209K Sell
81
-1
-1% -$2.59K 0.13% 149
2023
Q3 		$208K Buy
82
+1
+1% +$2.51K 0.14% 136
2023
Q2 		$202K Sell
81
-6
-7% -$15.3K 0.13% 150
2023
Q1 		$214K Hold
87
– – 0.15% 134
2022
Q4 		$215K Buy
+87
New +$210K 0.16% 140

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

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

IVC Wealth Advisors increased its AutoZone (AZO) stake by 0.93% in Q2 2026, buying an estimated $3.32K and bringing the position to 108 shares worth $345K. The position accounts for 0.13% of the portfolio, ranked #122.

IVC Wealth Advisors first reported a position in AZO in Q4 2022 and has held it in 15 quarters since. The position peaked at $442K in Q3 2025. 321 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • IVC Wealth Advisors held 108 shares of AutoZone worth $345K as of Q2 2026.
  • IVC Wealth Advisors bought 1 AutoZone share in Q2 2026, an estimated $3.32K.
  • AutoZone made up 0.13% of IVC Wealth Advisors's portfolio in Q2 2026, its #122 holding.
  • IVC Wealth Advisors first reported a position in AutoZone in Q4 2022 and has held it in 15 quarters since.
  • IVC Wealth Advisors's AutoZone position peaked at $442K in Q3 2025.
  • 321 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.