Shepherd Wealth Management’s AutoZone AZO Stock Holding History

Shepherd Wealth 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
2025 Q3	–	Sell	-112	Closed	-$456K	–	44
2025 Q2	$456K	Buy	+112	New	+$413K	0.31%	24

Other funds holding AZO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Shepherd Wealth Management's AZO Position: Q3 2025 in Review

Shepherd Wealth Management sold out of AutoZone (AZO) in Q3 2025, closing a stake of 112 shares — an estimated $456K sold.

Shepherd Wealth Management first reported a position in AZO in Q2 2025 and held it in 1 quarter. The position peaked at $456K in Q2 2025. 1,350 funds tracked by Wall St. Rank hold AZO as of Q3 2025.

Shepherd Wealth Management reported no remaining AutoZone position as of Q3 2025 after selling out during the quarter.
Shepherd Wealth Management sold 112 AutoZone shares in Q3 2025, an estimated $456K.
Shepherd Wealth Management first reported a position in AutoZone in Q2 2025 and held it in 1 quarter.
Shepherd Wealth Management's AutoZone position peaked at $456K in Q2 2025.
1,350 funds tracked by Wall St. Rank held AutoZone as of Q3 2025.

Based on Shepherd Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.