Regent Peak Wealth Advisors’s AutoZone AZO Stock Holding History

Regent Peak 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	$476K	Buy	149 +3	+2%	+$9.97K	0.09%	106
2026 Q1	$493K	Sell	146 -3	-2%	-$10.8K	0.1%	87
2025 Q4	$505K	Sell	149 -1	-0.7%	-$3.78K	0.1%	91
2025 Q3	$644K	Buy	+150	New	+$602K	0.13%	69
2025 Q1	$568K	Sell	149 -2	-1%	-$6.9K	0.13%	76
2024 Q4	$484K	Hold	151	–	–	0.11%	89
2024 Q3	$476K	Sell	151 -1	-0.7%	-$3.07K	0.11%	89
2024 Q2	$451K	Hold	152	–	–	0.1%	92
2024 Q1	$479K	Hold	152	–	–	0.12%	87
2023 Q4	$393K	Buy	152 +1	+0.7%	+$2.59K	0.11%	94
2023 Q3	$384K	Buy	151 +1	+0.7%	+$2.51K	0.12%	92
2023 Q2	$374K	Hold	150	–	–	0.11%	91
2023 Q1	$369K	Sell	150 -2	-1%	-$4.88K	0.11%	92
2022 Q4	$375K	Sell	152 -3	-2%	-$7.25K	0.12%	100
2022 Q3	$331K	Hold	155	–	–	0.12%	106
2022 Q2	$333K	Buy	155 +4	+3%	+$8.23K	0.11%	109
2022 Q1	$309K	Buy	151 +1	+0.7%	+$1.95K	0.09%	125
2021 Q4	$314K	Buy	150 +1	+0.7%	+$1.86K	0.09%	124
2021 Q3	$253K	Hold	149	–	–	0.07%	144
2021 Q2	$242K	Sell	149 -5	-3%	-$7.25K	0.07%	150
2021 Q1	$216K	Buy	154 +2	+1%	+$2.48K	0.07%	146
2020 Q4	$180K	Buy	+152	New	+$176K	0.06%	149

Other funds holding AZO

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Regent Peak Wealth Advisors's AZO Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its AutoZone (AZO) stake by 2.1% in Q2 2026, buying an estimated $9.97K and bringing the position to 149 shares worth $476K. The position accounts for 0.09% of the portfolio, ranked #106.

Regent Peak Wealth Advisors first reported a position in AZO in Q4 2020 and has held it in 22 quarters since. The position peaked at $644K in Q3 2025. 201 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

Regent Peak Wealth Advisors held 149 shares of AutoZone worth $476K as of Q2 2026.
Regent Peak Wealth Advisors bought 3 AutoZone shares in Q2 2026, an estimated $9.97K.
AutoZone made up 0.09% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #106 holding.
Regent Peak Wealth Advisors first reported a position in AutoZone in Q4 2020 and has held it in 22 quarters since.
Regent Peak Wealth Advisors's AutoZone position peaked at $644K in Q3 2025.
201 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.