Carr Financial Group’s AstraZeneca AZN Stock Holding History

Carr Financial Group’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	-1,881	Closed	-$346K	–	178
2025 Q4	$346K	Buy	1,881 +349	+23%	+$61.2K	0.09%	132
2025 Q3	$235K	Hold	1,532	–	–	0.06%	168
2025 Q2	$214K	Hold	1,532	–	–	0.06%	182
2025 Q1	$225K	Hold	1,532	–	–	0.07%	165
2024 Q4	$201K	Hold	1,532	–	–	0.06%	182
2024 Q3	$239K	Hold	1,532	–	–	0.07%	175
2024 Q2	$239K	Hold	1,532	–	–	0.08%	171
2024 Q1	$208K	Hold	1,532	–	–	0.07%	170
2023 Q4	$206K	Buy	+1,532	New	+$199K	0.08%	160
2023 Q3	–	Sell	-1,532	Closed	-$219K	–	164
2023 Q2	$219K	Sell	1,532 -424	-22%	-$62.4K	0.09%	164
2023 Q1	$271K	Hold	1,956	–	–	0.12%	137
2022 Q4	$265K	Buy	+1,956	New	+$245K	0.14%	139

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

Carr Financial Group's AZN Position: Q1 2026 in Review

Carr Financial Group sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 1,881 shares — an estimated $346K sold.

Carr Financial Group first reported a position in AZN in Q4 2022 and held it in 12 quarters. The position peaked at $346K in Q4 2025. 1,383 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Carr Financial Group reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
Carr Financial Group sold 1,881 AstraZeneca shares in Q1 2026, an estimated $346K.
Carr Financial Group first reported a position in AstraZeneca in Q4 2022 and held it in 12 quarters.
Carr Financial Group's AstraZeneca position peaked at $346K in Q4 2025.
1,383 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.