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Roxbury Financial’s AutoZone AZO Stock Holding History

Roxbury Financial’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 		$89.5K Hold
28
– – 0.07% 151
2026
Q1 		$94.6K Hold
28
– – 0.09% 143
2025
Q4 		$95K Hold
28
– – 0.09% 130
2025
Q3 		$120K Hold
28
– – 0.11% 118
2025
Q2 		$104K Sell
28
-1
-3% -$3.69K 0.1% 124
2025
Q1 		$101K Hold
29
– – 0.1% 124
2024
Q4 		$91.9K Buy
+29
New +$91.8K 0.09% 119

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

Roxbury Financial's AZO Position: Q2 2026 in Review

Roxbury Financial held its AutoZone (AZO) position steady in Q2 2026 at 28 shares worth $89.5K. The position accounts for 0.07% of the portfolio, ranked #151.

Roxbury Financial first reported a position in AZO in Q4 2024 and has held it in 7 quarters since. The position peaked at $120K in Q3 2025. 315 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Roxbury Financial held 28 shares of AutoZone worth $89.5K as of Q2 2026.
  • Roxbury Financial left its AutoZone share count unchanged in Q2 2026.
  • AutoZone made up 0.07% of Roxbury Financial's portfolio in Q2 2026, its #151 holding.
  • Roxbury Financial first reported a position in AutoZone in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's AutoZone position peaked at $120K in Q3 2025.
  • 315 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.