Annis Gardner Whiting Capital Advisors’s AstraZeneca AZN Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio AZN Stock Details AZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-311	Closed	-$61.3K	–	422
2026 Q1	$61.3K	Buy	311 +63	+25%	+$12.1K	0.01%	542
2025 Q4	$45.6K	Buy	+248	New	+$43.5K	0.01%	544
2025 Q3	–	Sell	-245	Closed	-$34.2K	–	1204
2025 Q2	$34.2K	Buy	+245	New	+$34.3K	0.01%	474
2024 Q3	–	Sell	-280	Closed	-$43.7K	–	755
2024 Q2	$43.7K	Hold	280	–	–	0.01%	422
2024 Q1	$37.9K	Buy	+280	New	+$37.1K	0.01%	435

Other funds holding AZN

Evelyn Partners London $46.9B AUM

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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

Annis Gardner Whiting Capital Advisors's AZN Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of AstraZeneca (AZN) in Q2 2026, closing a stake of 311 shares — an estimated $61.3K sold.

Annis Gardner Whiting Capital Advisors first reported a position in AZN in Q1 2024 and held it in 5 quarters. The position peaked at $61.3K in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining AstraZeneca position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 311 AstraZeneca shares in Q2 2026, an estimated $61.3K.
Annis Gardner Whiting Capital Advisors first reported a position in AstraZeneca in Q1 2024 and held it in 5 quarters.
Annis Gardner Whiting Capital Advisors's AstraZeneca position peaked at $61.3K in Q1 2026.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.