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Shepherd Financial Partners’s AutoZone AZO Stock Holding History

Shepherd Financial 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
Q2 		$495K Hold
155
– – 0.04% 168
2026
Q1 		$524K Sell
155
-1
-0.6% -$3.59K 0.05% 155
2025
Q4 		$529K Hold
156
– – 0.05% 155
2025
Q3 		$669K Hold
156
– – 0.06% 135
2025
Q2 		$579K Hold
156
– – 0.06% 141
2025
Q1 		$595K Hold
156
– – 0.07% 139
2024
Q4 		$500K Sell
156
-3
-2% -$9.5K 0.06% 142
2024
Q3 		$501K Hold
159
– – 0.06% 143
2024
Q2 		$471K Buy
159
+1
+0.6% +$2.93K 0.06% 147
2024
Q1 		$498K Hold
158
– – 0.07% 149
2023
Q4 		$409K Hold
158
– – 0.06% 157
2023
Q3 		$401K Buy
+158
New +$396K 0.06% 147

Other funds holding AZO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Shepherd Financial Partners's AZO Position: Q2 2026 in Review

Shepherd Financial Partners held its AutoZone (AZO) position steady in Q2 2026 at 155 shares worth $495K. The position accounts for 0.04% of the portfolio, ranked #168.

Shepherd Financial Partners first reported a position in AZO in Q3 2023 and has held it in 12 quarters since. The position peaked at $669K in Q3 2025. 1,266 funds tracked by Wall St. Rank hold AZO as of Q2 2026.

  • Shepherd Financial Partners held 155 shares of AutoZone worth $495K as of Q2 2026.
  • Shepherd Financial Partners left its AutoZone share count unchanged in Q2 2026.
  • AutoZone made up 0.04% of Shepherd Financial Partners's portfolio in Q2 2026, its #168 holding.
  • Shepherd Financial Partners first reported a position in AutoZone in Q3 2023 and has held it in 12 quarters since.
  • Shepherd Financial Partners's AutoZone position peaked at $669K in Q3 2025.
  • 1,266 funds tracked by Wall St. Rank held AutoZone as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.