Position in AZO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,160,455
-$153,324 QoQ
Shares Held
676
-1.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#496
of 1,260 holders
Holding Since
Dec 2023
10 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, 2026Summit Financial, LLC holds $8,760,897 across 6 Auto Parts names. AZO ranks #2 (24.7% of the industry book) .
All Filings in AZO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,160,455 | 676 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,313,779 | 685 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $495,159 | 146 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $626,375 | 146 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $486,302 | 131 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $499,474 | 131 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $416,260 | 130 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $422,105 | 134 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $311,230 | 105 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $281,831 | 109 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||