Cary Street Partners Investment Advisory’s AstraZeneca AZN Stock Holding History

Cary Street Partners Investment Advisory’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 Q2	$213K	Sell	1,121 -44	-4%	-$8.28K	0.04%	362
2026 Q1	$230K	Sell	1,165 -9	-0.8%	-$1.74K	0.06%	325
2025 Q4	$216K	Sell	1,174 -827	-41%	-$145K	0.06%	309
2025 Q3	$307K	Buy	2,001 +435	+28%	+$65.8K	0.13%	175
2025 Q2	$219K	Sell	1,566 -23	-1%	-$3.22K	0.11%	219
2025 Q1	$234K	Buy	1,589 +420	+36%	+$60.8K	0.13%	184
2024 Q4	$153K	Sell	1,169 -3,120	-73%	-$437K	0.1%	220
2024 Q3	$668K	Sell	4,289 -27	-0.6%	-$4.36K	0.02%	439
2024 Q2	$673K	Buy	4,316 +312	+8%	+$46.9K	0.03%	406
2024 Q1	$543K	Buy	4,004 +176	+5%	+$23.3K	0.02%	445
2023 Q4	$516K	Buy	3,828 +91	+2%	+$11.8K	0.02%	421
2023 Q3	$506K	Buy	3,737 +1,023	+38%	+$140K	0.03%	397
2023 Q2	$388K	Hold	2,714	–	–	0.03%	398
2023 Q1	$377K	Buy	2,714 +1	+0%	+$135	0.03%	377
2022 Q4	$368K	Sell	2,713 -347	-11%	-$43.5K	0.03%	375
2022 Q3	$336K	Sell	3,060 -364	-11%	-$46.2K	0.03%	372
2022 Q2	$452K	Buy	+3,424	New	+$449K	0.04%	309
2021 Q1	–	Sell	-3,400	Closed	-$340K	–	318
2020 Q4	$340K	Buy	3,400 +3,325	+4,433%	+$352K	0.07%	237
2020 Q3	$8K	Buy	+75	New	+$8.34K	﹤0.01%	784

Other funds holding AZN

EPGL

Evelyn Partners Group Ltd London $46.9B AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VAM

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

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Cary Street Partners Investment Advisory's AZN Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its AstraZeneca (AZN) stake by 3.8% in Q2 2026, selling an estimated $8.28K and leaving 1,121 shares worth $213K. The position accounts for 0.04% of the portfolio, ranked #362.

Cary Street Partners Investment Advisory first reported a position in AZN in Q3 2020 and has held it in 19 quarters since. The position peaked at $673K in Q2 2024. 1,248 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Cary Street Partners Investment Advisory held 1,121 shares of AstraZeneca worth $213K as of Q2 2026.
Cary Street Partners Investment Advisory sold 44 AstraZeneca shares in Q2 2026, an estimated $8.28K.
AstraZeneca made up 0.04% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #362 holding.
Cary Street Partners Investment Advisory first reported a position in AstraZeneca in Q3 2020 and has held it in 19 quarters since.
Cary Street Partners Investment Advisory's AstraZeneca position peaked at $673K in Q2 2024.
1,248 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.