BIA
AZN icon

Barry Investment Advisors’s AstraZeneca AZN Stock Holding History

Barry Investment 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
Q3 		$320K Hold
1,980
– – 0.06% 72
2026
Q2 		$375K Hold
1,980
– – 0.08% 67
2026
Q1 		$390K Sell
1,980
-1
-0.1% -$193 0.09% 66
2025
Q4 		$364K Hold
1,981
– – 0.08% 68
2025
Q3 		$304K Sell
1,981
-20
-1% -$3.03K 0.07% 84
2025
Q2 		$280K Sell
2,001
-15
-0.7% -$2.1K 0.07% 85
2025
Q1 		$296K Buy
2,016
+12
+0.6% +$1.74K 0.08% 87
2024
Q4 		$263K Hold
2,004
– – 0.08% 91
2024
Q3 		$312K Buy
2,004
+6
+0.3% +$969 0.1% 87
2024
Q2 		$312K Hold
1,998
– – 0.1% 87
2024
Q1 		$271K Buy
1,998
+12
+0.6% +$1.59K 0.09% 99
2023
Q4 		$268K Sell
1,986
-2
-0.1% -$260 0.09% 89
2023
Q3 		$269K Sell
1,988
-181
-8% -$24.7K 0.1% 92
2023
Q2 		$310K Hold
2,169
– – 0.1% 92
2023
Q1 		$301K Buy
2,169
+14
+0.6% +$1.88K 0.1% 93
2022
Q4 		$292K Sell
2,155
-282
-12% -$35.4K 0.09% 92
2022
Q3 		$267K Buy
2,437
+8
+0.3% +$1.01K 0.09% 93
2022
Q2 		$321K Sell
2,429
-20
-0.8% -$2.62K 0.1% 96
2022
Q1 		$325K Buy
2,449
+15
+0.6% +$1.8K 0.09% 100
2021
Q4 		$284K Hold
2,434
– – 0.07% 103
2021
Q3 		$292K Buy
2,434
+8
+0.3% +$931 0.08% 90
2021
Q2 		$291K Hold
2,426
– – 0.08% 91
2021
Q1 		$241K Buy
+2,426
New +$244K 0.07% 99

Other funds holding AZN

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return

Barry Investment Advisors's AZN Position: Q3 2026 in Review

Barry Investment Advisors held its AstraZeneca (AZN) position steady in Q3 2026 at 1,980 shares worth $320K. The position accounts for 0.06% of the portfolio, ranked #72.

Barry Investment Advisors first reported a position in AZN in Q1 2021 and has held it in 23 quarters since. The position peaked at $390K in Q1 2026. 137 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • Barry Investment Advisors held 1,980 shares of AstraZeneca worth $320K as of Q3 2026.
  • Barry Investment Advisors left its AstraZeneca share count unchanged in Q3 2026.
  • AstraZeneca made up 0.06% of Barry Investment Advisors's portfolio in Q3 2026, its #72 holding.
  • Barry Investment Advisors first reported a position in AstraZeneca in Q1 2021 and has held it in 23 quarters since.
  • Barry Investment Advisors's AstraZeneca position peaked at $390K in Q1 2026.
  • 137 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Barry Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.