Castleview Partners
AZO icon

Castleview Partners’s AutoZone AZO Stock Holding History

Castleview Partners’s Portfolio AZO Stock Details AZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$756K Sell
267
-3
-1% -$8.96K 0.33% 72
2026
Q2 		$863K Buy
270
+1
+0.4% +$3.32K 0.38% 59
2026
Q1 		$909K Sell
269
-16
-6% -$57.4K 0.47% 48
2025
Q4 		$967K Sell
285
-5
-2% -$18.9K 0.48% 44
2025
Q3 		$1.24M Sell
290
-31
-10% -$124K 0.68% 33
2025
Q2 		$1.19M Sell
321
-6
-2% -$22.1K 0.77% 31
2025
Q1 		$1.25M Sell
327
-31
-9% -$107K 0.84% 28
2024
Q4 		$1.16M Buy
358
+4
+1% +$12.7K 0.63% 35
2024
Q3 		$1.12M Buy
354
+10
+3% +$30.7K 0.64% 31
2024
Q2 		$1.02M Buy
344
+13
+4% +$38.1K 0.58% 35
2024
Q1 		$1.04M Buy
331
+4
+1% +$11.4K 0.58% 37
2023
Q4 		$845K Buy
327
+10
+3% +$25.9K 0.59% 30
2023
Q3 		$805K Buy
317
+13
+4% +$32.6K 0.74% 15
2023
Q2 		$758K Buy
304
+21
+7% +$53.6K 0.68% 22
2023
Q1 		$696K Buy
+283
New +$690K 0.62% 32
2022
Q4 		– Sell
-288
Closed -$617K – 656
2022
Q3 		$617K Sell
288
-19
-6% -$41.4K 0.59% 32
2022
Q2 		$45.2K Sell
307
-75
-20% -$154K 0.04% 315
2022
Q1 		$781K Buy
+382
New +$747K 0.49% 36
2021
Q2 		$485K Buy
+325
New +$471K 0.21% 101

Other funds holding AZO

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Formuepleje A/S
Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Chesley Taft & Associates
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Castleview Partners's AZO Position: Q3 2026 in Review

Castleview Partners reduced its AutoZone (AZO) stake by 1.1% in Q3 2026, selling an estimated $8.96K and leaving 267 shares worth $756K. The position accounts for 0.33% of the portfolio, ranked #72.

Castleview Partners first reported a position in AZO in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.25M in Q1 2025. 209 funds tracked by Wall St. Rank hold AZO as of Q3 2026.

  • Castleview Partners held 267 shares of AutoZone worth $756K as of Q3 2026.
  • Castleview Partners sold 3 AutoZone shares in Q3 2026, an estimated $8.96K.
  • AutoZone made up 0.33% of Castleview Partners's portfolio in Q3 2026, its #72 holding.
  • Castleview Partners first reported a position in AutoZone in Q2 2021 and has held it in 19 quarters since.
  • Castleview Partners's AutoZone position peaked at $1.25M in Q1 2025.
  • 209 funds tracked by Wall St. Rank held AutoZone as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.