Position in AZO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$217,323
-$19,121 QoQ
Shares Held
68
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,023
of 1,260 holders
Holding Since
Mar 2024
9 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, 2026Rooted Wealth Advisors, Inc. holds $217,323 across 1 Auto Parts name. AZO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AZO |
Autozone Inc
This page
|
68 | $217,323 |
All Filings in AZO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,323 | 68 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $236,444 | 70 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $230,622 | 68 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $291,736 | 68 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $252,431 | 68 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $259,269 | 68 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $217,736 | 68 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $214,202 | 68 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $214,312 | 68 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||