Cherry Tree Wealth Management’s AutoZone AZO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$5.66K Hold
2
– – ﹤0.01% 481
2026
Q2
$6.39K Sell
2
-2
-50% -$6.64K ﹤0.01% 480
2026
Q1
$13.5K Hold
4
– – ﹤0.01% 381
2025
Q4
$13.6K Sell
4
-1
-20% -$3.78K ﹤0.01% 390
2025
Q3
$21.5K Hold
5
– – ﹤0.01% 335
2025
Q2
$18.6K Sell
5
-3
-38% -$11.1K ﹤0.01% 348
2025
Q1
$30.5K Hold
8
– – 0.01% 300
2024
Q4
$25.6K Hold
8
– – 0.01% 307
2024
Q3
$25.2K Hold
8
– – 0.01% 312
2024
Q2
$23.7K Buy
8
+3
+60% +$8.78K 0.01% 311
2024
Q1
$15.8K Hold
5
– – ﹤0.01% 340
2023
Q4
$12.9K Hold
5
– – ﹤0.01% 336
2023
Q3
$12.7K Hold
5
– – ﹤0.01% 325
2023
Q2
$12.5K Buy
+5
New +$12.8K ﹤0.01% 321

Other funds holding AZO

Cherry Tree Wealth Management's AZO Position: Q3 2026 in Review

Cherry Tree Wealth Management held its AutoZone (AZO) position steady in Q3 2026 at 2 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Cherry Tree Wealth Management first reported a position in AZO in Q2 2023 and has held it in 14 quarters since. The position peaked at $30.5K in Q1 2025. 382 funds tracked by Wall St. Rank hold AZO as of Q3 2026.

  • Cherry Tree Wealth Management held 2 shares of AutoZone worth $5.66K as of Q3 2026.
  • Cherry Tree Wealth Management left its AutoZone share count unchanged in Q3 2026.
  • AutoZone made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #481 holding.
  • Cherry Tree Wealth Management first reported a position in AutoZone in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's AutoZone position peaked at $30.5K in Q1 2025.
  • 382 funds tracked by Wall St. Rank held AutoZone as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.