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 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

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VAM

Vanguard Asset Management London, Ec4n 8af $117B AUM

Cascade Financial Partners's AZN Position: Q1 2026 in Review

Cascade Financial Partners reduced its AstraZeneca (AZN) stake by 0.09% in Q1 2026, selling an estimated $193 and leaving 1,098 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #245.

Cascade Financial Partners first reported a position in AZN in Q4 2025 and has held it in 2 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Cascade Financial Partners held 1,098 shares of AstraZeneca worth $217K as of Q1 2026.
Cascade Financial Partners sold 1 AstraZeneca share in Q1 2026, an estimated $193.
AstraZeneca made up 0.02% of Cascade Financial Partners's portfolio in Q1 2026, its #245 holding.
Cascade Financial Partners first reported a position in AstraZeneca in Q4 2025 and has held it in 2 quarters since.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

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