Position in AZO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,910,274
-$1,307,502 QoQ
Shares Held
2,788
-7.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#43
of 321 holders
Holding Since
Mar 2022
18 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, 2026EverSource Wealth Advisors, LLC holds $13,356,710 across 44 Auto Parts names. AZO ranks #1 (66.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AZO |
Autozone Inc
This page
|
2,788 | $8,910,274 | |
| 2 | LKQ |
Lkq Corp
|
70,413 | $1,853,973 | |
| 3 | ORLY |
O Reilly Automotive Inc
|
8,873 | $817,109 | |
| 4 | BWA |
Borgwarner Inc
|
7,783 | $516,787 | |
| 5 | GPC |
Genuine Parts Co
|
1,724 | $203,393 | |
| 6 | LEA |
Lear Corp
|
1,133 | $151,886 | |
| 7 | ALV |
Autoliv Inc
|
880 | $102,224 | |
| 8 | ALSN |
Allison Transmission Holdings Inc
|
834 | $94,022 |
All Filings in AZO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,910,274 | 2,788 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $10,217,776 | 3,025 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $9,465,673 | 2,791 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $12,390,212 | 2,888 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,702,355 | 2,883 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,618,590 | 2,785 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,837,520 | 2,760 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,640,558 | 2,743 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $8,154,237 | 2,751 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,648,124 | 2,744 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $7,138,867 | 2,761 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,987,508 | 2,751 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,687,190 | 2,682 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,558,343 | 2,668 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,012,545 | 2,438 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $17,135 | 8 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $6,447 | 3 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $6,133 | 3 | Shares | Sole | 2022-05-25 | |
| No filing history on record for this holder in this stock. | ||||||