VFA
AZO icon

Valeo Financial Advisors’s AutoZone AZO Stock Holding History

Valeo Financial 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 		$237K Sell
74
-3
-4% -$9.97K 0.01% 703
2026
Q1 		$261K Sell
77
-14
-15% -$50.2K 0.01% 606
2025
Q4 		$309K Sell
91
-2
-2% -$7.56K 0.01% 613
2025
Q3 		$400K Buy
93
+9
+11% +$36.1K 0.01% 514
2025
Q2 		$312K Buy
84
+15
+22% +$55.3K 0.01% 566
2025
Q1 		$263K Buy
+69
New +$238K 0.01% 560
2024
Q2 		– Sell
-111
Closed -$332K – 682
2024
Q1 		$332K Sell
111
-7
-6% -$20K 0.01% 470
2023
Q4 		$305K Buy
118
+33
+39% +$85.6K 0.01% 483
2023
Q3 		$216K Buy
+85
New +$213K 0.01% 548
2021
Q2 		– Sell
-1
Closed -$1K – 635
2021
Q1 		$1K Buy
+1
New +$1.24K ﹤0.01% 1865
2020
Q3 		– Sell
-77
Closed -$87K – 1620
2020
Q2 		$87K Buy
77
+2
+3% +$2.11K 0.01% 540
2020
Q1 		$71K Buy
75
+72
+2,400% +$74.8K 0.01% 504
2019
Q4 		$4K Hold
3
– – ﹤0.01% 1323
2019
Q3 		$3K Buy
+3
New +$3.36K ﹤0.01% 1304
2019
Q2 		– Sell
-4
Closed -$4K – 1550
2019
Q1 		$4K Hold
4
– – ﹤0.01% 1219
2018
Q4 		$3K Hold
4
– – ﹤0.01% 1187
2018
Q3 		$3K Hold
4
– – ﹤0.01% 1323
2018
Q2 		$3K Buy
+4
New +$2.58K ﹤0.01% 1237

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

Valeo Financial Advisors's AZO Position: Q2 2026 in Review

Valeo Financial Advisors reduced its AutoZone (AZO) stake by 3.9% in Q2 2026, selling an estimated $9.97K and leaving 74 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #703.

Valeo Financial Advisors first reported a position in AZO in Q2 2018 and has held it in 18 quarters since. The position peaked at $400K in Q3 2025. 318 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Valeo Financial Advisors held 74 shares of AutoZone worth $237K as of Q2 2026.
  • Valeo Financial Advisors sold 3 AutoZone shares in Q2 2026, an estimated $9.97K.
  • AutoZone made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #703 holding.
  • Valeo Financial Advisors first reported a position in AutoZone in Q2 2018 and has held it in 18 quarters since.
  • Valeo Financial Advisors's AutoZone position peaked at $400K in Q3 2025.
  • 318 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.