Position in AZO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$536,917
-$44,061 QoQ
Shares Held
168
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#772
of 1,265 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AZO Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Modera Wealth Management, LLC holds $3,754,498 across 3 Auto Parts names. AZO ranks #3 (14.3% of the industry book) .
All Filings in AZO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,917 | 168 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $580,978 | 172 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $529,074 | 156 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $660,696 | 154 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $523,424 | 141 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $529,976 | 139 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $467,492 | 146 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $441,005 | 140 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $414,974 | 140 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $441,230 | 140 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $367,156 | 142 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $358,138 | 141 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $344,083 | 138 | Shares | Sole | 2023-08-07 | |
| 2021-12-31 | $352,193 | 168 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||