Position in AZO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$428,255
-$129,078 QoQ
Shares Held
134
-18.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#815
of 1,260 holders
Holding Since
Mar 2025
6 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, 2026BURLING WEALTH PARTNERS, LLC holds $3,979,890 across 2 Auto Parts names. AZO ranks #2 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
38,567 | $3,551,635 | |
| 2 | AZO |
Autozone Inc
This page
|
134 | $428,255 |
All Filings in AZO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,255 | 134 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $557,333 | 165 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,499,043 | 442 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,642,787 | 616 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,637,093 | 441 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $381,278 | 100 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||