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Cassaday & Co Wealth Management’s AstraZeneca AZN Stock Holding History

Cassaday & Co Wealth Management’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 		$39.3K Sell
210
-22
-9% -$4.14K ﹤0.01% 668
2026
Q1 		$44.9K Buy
+232
New +$44.7K ﹤0.01% 632

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cassaday & Co Wealth Management's AZN Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its AstraZeneca (AZN) stake by 9.5% in Q2 2026, selling an estimated $4.14K and leaving 210 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Cassaday & Co Wealth Management first reported a position in AZN in Q1 2026 and has held it in 2 quarters since. The position peaked at $44.9K in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Cassaday & Co Wealth Management held 210 shares of AstraZeneca worth $39.3K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 22 AstraZeneca shares in Q2 2026, an estimated $4.14K.
  • AstraZeneca made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #668 holding.
  • Cassaday & Co Wealth Management first reported a position in AstraZeneca in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's AstraZeneca position peaked at $44.9K in Q1 2026.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.