Position in AZO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$351,553
-$67,291 QoQ
Shares Held
110
-11.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#872
of 1,260 holders
Holding Since
Mar 2020
21 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, 2026Dakota Wealth Management holds $6,394,760 across 5 Auto Parts names. AZO ranks #3 (5.5% of the industry book) .
All Filings in AZO
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,553 | 110 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $418,844 | 124 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $501,942 | 148 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $772,243 | 180 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,161,927 | 313 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $1,002,761 | 263 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $883,752 | 276 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $948,162 | 301 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $904,050 | 305 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $1,024,286 | 325 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $809,295 | 313 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,765,292 | 695 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $11,756,192 | 4,715 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $9,537,621 | 3,880 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,287,345 | 522 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $6,318,692 | 2,950 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $202,017 | 94 | Shares | Other | 2022-08-05 | |
| 2020-12-31 | $1,366,812 | 1,153 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,410,812 | 1,198 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,425,943 | 1,264 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $829,926 | 981 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||