Position in AZO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,032,617
-$102,139 QoQ
Shares Held
636
+0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#514
of 1,260 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in AZO Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Modern Wealth Management, LLC holds $4,039,276 across 4 Auto Parts names. AZO ranks #1 (50.3% 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 | $2,032,617 | 636 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,134,756 | 632 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $2,136,645 | 630 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $291,735 | 68 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $452,891 | 122 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $461,345 | 121 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $336,210 | 105 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $321,303 | 102 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $334,942 | 113 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $375,045 | 119 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||