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
2024
Q1 		– Sell
-100
Closed -$259 – 672
2023
Q4 		$259 Buy
+100
New +$259K ﹤0.01% 642

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. 321 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.
  • 321 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.