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Burkett Financial Services’s AstraZeneca AZN Stock Holding History

Burkett Financial Services’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 		$65.1K Buy
+403
New +$67.2K 0.02% 118
2026
Q1 		– Sell
-37
Closed -$6.85K – 250
2025
Q4 		$6.85K Hold
37
– – ﹤0.01% 172
2025
Q3 		$5.71K Sell
37
-1
-3% -$151 ﹤0.01% 169
2025
Q2 		$5.24K Hold
38
– – ﹤0.01% 167
2025
Q1 		$5.51K Buy
+38
New +$5.5K ﹤0.01% 183

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
GI
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
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Burkett Financial Services's AZN Position: Q3 2026 in Review

Burkett Financial Services opened a new position in AstraZeneca (AZN) in Q3 2026: 403 shares worth $65.1K. The stake represents 0.02% of the portfolio and ranks #118 among its holdings. This is a return to the name: Burkett Financial Services previously reported a position in AZN as recently as Q4 2025.

Burkett Financial Services first reported a position in AZN in Q1 2025 and has held it in 5 quarters since. 47 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • Burkett Financial Services held 403 shares of AstraZeneca worth $65.1K as of Q3 2026.
  • AstraZeneca was a new Burkett Financial Services position in Q3 2026.
  • AstraZeneca made up 0.02% of Burkett Financial Services's portfolio in Q3 2026, its #118 holding.
  • Burkett Financial Services first reported a position in AstraZeneca in Q1 2025 and has held it in 5 quarters since.
  • 47 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.