Cascade Financial Partners’s AstraZeneca AZN Stock Holding History

Cascade Financial Partners’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	$210K	Buy	1,109 +11	+1%	+$2.07K	0.02%	267
2026 Q1	$217K	Sell	1,098 -1	-0.1%	-$193	0.02%	245
2025 Q4	$202K	Buy	+1,099	New	+$193K	0.02%	261

Other funds holding AZN

Evelyn Partners London $46.9B AUM

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

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

Cascade Financial Partners's AZN Position: Q2 2026 in Review

Cascade Financial Partners increased its AstraZeneca (AZN) stake by 1% in Q2 2026, buying an estimated $2.07K and bringing the position to 1,109 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #267.

Cascade Financial Partners first reported a position in AZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $217K in Q1 2026. 1,505 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Cascade Financial Partners held 1,109 shares of AstraZeneca worth $210K as of Q2 2026.
Cascade Financial Partners bought 11 AstraZeneca shares in Q2 2026, an estimated $2.07K.
AstraZeneca made up 0.02% of Cascade Financial Partners's portfolio in Q2 2026, its #267 holding.
Cascade Financial Partners first reported a position in AstraZeneca in Q4 2025 and has held it in 3 quarters since.
Cascade Financial Partners's AstraZeneca position peaked at $217K in Q1 2026.
1,505 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.