Position in AZO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$818,160
-$43,173 QoQ
Shares Held
256
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#691
of 1,260 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AZO Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $1,140,382 across 2 Auto Parts names. AZO ranks #1 (71.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AZO |
Autozone Inc
This page
|
256 | $818,160 | |
| 2 | ORLY |
O Reilly Automotive Inc
|
3,499 | $322,222 |
All Filings in AZO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $818,160 | 256 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $861,333 | 255 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $461,244 | 136 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $639,245 | 149 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $423,194 | 114 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $430,844 | 113 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $621,188 | 194 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $592,207 | 188 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $554,286 | 187 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $409,714 | 130 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $248,218 | 96 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||