Position in AZO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$881,600
+$220,258 QoQ
Shares Held
261
+33.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AZO Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026EP Wealth Advisors, LLC holds $38,348,530 across 5 Auto Parts names.
All Filings in AZO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $881,600 | 261 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $661,342 | 195 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $876,086 | 236 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||