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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
Q3 		$308K Buy
109
+35
+47% +$105K 0.01% 623
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

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors's AZO Position: Q3 2026 in Review

Valeo Financial Advisors increased its AutoZone (AZO) stake by 47% in Q3 2026, buying an estimated $105K and bringing the position to 109 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #623.

Valeo Financial Advisors first reported a position in AZO in Q2 2018 and has held it in 19 quarters since. The position peaked at $400K in Q3 2025. 58 funds tracked by Wall St. Rank hold AZO as of Q3 2026.

  • Valeo Financial Advisors held 109 shares of AutoZone worth $308K as of Q3 2026.
  • Valeo Financial Advisors bought 35 AutoZone shares in Q3 2026, an estimated $105K.
  • AutoZone made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #623 holding.
  • Valeo Financial Advisors first reported a position in AutoZone in Q2 2018 and has held it in 19 quarters since.
  • Valeo Financial Advisors's AutoZone position peaked at $400K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held AutoZone as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.