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Shelter Rock Management’s AutoZone AZO Stock Holding History

Shelter Rock Management’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 		$200K Sell
71
-3
-4% -$8.96K 0.19% 36
2026
Q2 		$237K Hold
74
– – 0.23% 34
2026
Q1 		$250K Sell
74
-1
-1% -$3.59K 0.27% 28
2025
Q4 		$253K Buy
+75
New +$283K 0.25% 37

Other funds holding AZO

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Shelter Rock Management's AZO Position: Q3 2026 in Review

Shelter Rock Management reduced its AutoZone (AZO) stake by 4.1% in Q3 2026, selling an estimated $8.96K and leaving 71 shares worth $200K. The position accounts for 0.19% of the portfolio, ranked #36.

Shelter Rock Management first reported a position in AZO in Q4 2025 and has held it in 4 quarters since. The position peaked at $253K in Q4 2025. 58 funds tracked by Wall St. Rank hold AZO as of Q3 2026.

  • Shelter Rock Management held 71 shares of AutoZone worth $200K as of Q3 2026.
  • Shelter Rock Management sold 3 AutoZone shares in Q3 2026, an estimated $8.96K.
  • AutoZone made up 0.19% of Shelter Rock Management's portfolio in Q3 2026, its #36 holding.
  • Shelter Rock Management first reported a position in AutoZone in Q4 2025 and has held it in 4 quarters since.
  • Shelter Rock Management's AutoZone position peaked at $253K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held AutoZone as of Q3 2026.

Based on Shelter Rock Management's 13F filing for Q3 2026, filed 9 Oct 2026.