Baker Tilly Wealth Management’s AstraZeneca AZN Stock Holding History

Baker Tilly Wealth Management’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 Q3	$709K	Sell	4,393 -144	-3%	-$24K	0.14%	128
2026 Q2	$860K	Buy	4,537 +69	+2%	+$13K	0.18%	106
2026 Q1	$881K	Buy	4,468 +11	+0.2%	+$2.12K	0.21%	100
2025 Q4	$819K	Sell	4,457 -393	-8%	-$68.9K	0.2%	105
2025 Q3	$744K	Buy	4,850 +133	+3%	+$20.1K	0.17%	112
2025 Q2	$659K	Buy	4,717 +4	+0.1%	+$561	0.24%	100
2025 Q1	$693K	Sell	4,713 -20	-0.4%	-$2.89K	0.27%	94
2024 Q4	$620K	Buy	4,733 +583	+14%	+$81.6K	0.24%	99
2024 Q3	$647K	Buy	4,150 +770	+23%	+$124K	0.29%	88
2024 Q2	$527K	Sell	3,380 -1,537	-31%	-$231K	0.22%	112
2024 Q1	$666K	Buy	4,917 +1	+0%	+$132	0.12%	187
2023 Q4	$662K	Buy	4,916 +2,620	+114%	+$341K	0.11%	213
2023 Q3	$311K	Buy	+2,296	New	+$314K	0.05%	359
2021 Q2	–	Sell	-2,021	Closed	-$201K	–	493
2021 Q1	$201K	Buy	+2,021	New	+$203K	0.04%	448

Other funds holding AZN

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

CCM

Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Baker Tilly Wealth Management's AZN Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its AstraZeneca (AZN) stake by 3.2% in Q3 2026, selling an estimated $24K and leaving 4,393 shares worth $709K. The position accounts for 0.14% of the portfolio, ranked #128.

Baker Tilly Wealth Management first reported a position in AZN in Q1 2021 and has held it in 14 quarters since. The position peaked at $881K in Q1 2026. 47 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

Baker Tilly Wealth Management held 4,393 shares of AstraZeneca worth $709K as of Q3 2026.
Baker Tilly Wealth Management sold 144 AstraZeneca shares in Q3 2026, an estimated $24K.
AstraZeneca made up 0.14% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #128 holding.
Baker Tilly Wealth Management first reported a position in AstraZeneca in Q1 2021 and has held it in 14 quarters since.
Baker Tilly Wealth Management's AstraZeneca position peaked at $881K in Q1 2026.
47 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.