Calton & Associates’s AstraZeneca AZN Stock Holding History

Calton & Associates’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 Q1	–	Sell	-1,173	Closed	-$216K	–	445
2025 Q4	$216K	Buy	+1,173	New	+$206K	0.03%	410
2019 Q1	–	Sell	-3,423	Closed	-$260K	–	262
2018 Q4	$260K	Sell	3,423 -444	-11%	-$34.7K	0.1%	187
2018 Q3	$306K	Buy	3,867 +216	+6%	+$16.3K	0.09%	190
2018 Q2	$287K	Buy	+3,651	New	+$263K	0.08%	195
2018 Q1	–	Sell	-2,513	Closed	-$181K	–	411
2017 Q4	$181K	Buy	+2,513	New	+$169K	0.05%	361

Other funds holding AZN

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Asset Management London, Ec4n 8af $148B AUM

Calton & Associates's AZN Position: Q1 2026 in Review

Calton & Associates sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 1,173 shares — an estimated $216K sold.

Calton & Associates first reported a position in AZN in Q4 2017 and held it in 5 quarters. The position peaked at $306K in Q3 2018. 1,383 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Calton & Associates reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
Calton & Associates sold 1,173 AstraZeneca shares in Q1 2026, an estimated $216K.
Calton & Associates first reported a position in AstraZeneca in Q4 2017 and held it in 5 quarters.
Calton & Associates's AstraZeneca position peaked at $306K in Q3 2018.
1,383 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.