Cerity Partners’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $60.3M | Buy |
318,625
+17,410
| +6% | +$3.27M | 0.07% | 221 |
|
|
2026
Q1 | $59.2M | Buy |
301,215
+14,512
| +5% | +$2.8M | 0.08% | 210 |
|
|
2025
Q4 | $52.7M | Buy |
286,703
+16,901
| +6% | +$2.96M | 0.08% | 222 |
|
|
2025
Q3 | $41.4M | Buy |
269,802
+1,869
| +0.7% | +$283K | 0.07% | 239 |
|
|
2025
Q2 | $37.4M | Buy |
267,933
+36,302
| +16% | +$5.09M | 0.07% | 241 |
|
|
2025
Q1 | $34M | Buy |
231,631
+127,701
| +123% | +$18.5M | 0.07% | 239 |
|
|
2024
Q4 | $14.9M | Buy |
103,930
+4,217
| +4% | +$590K | 0.03% | 382 |
|
|
2024
Q3 | $15.5M | Buy |
99,713
+23,288
| +30% | +$3.76M | 0.03% | 374 |
|
|
2024
Q2 | $11.9M | Sell |
76,425
-23,386
| -23% | -$3.52M | 0.03% | 374 |
|
|
2024
Q1 | $13.5M | Buy |
99,811
+51,972
| +109% | +$6.88M | 0.04% | 382 |
|
|
2023
Q4 | $6.44M | Buy |
47,839
+25,375
| +113% | +$3.3M | 0.02% | 473 |
|
|
2023
Q3 | $3.04M | Sell |
22,464
-17,064
| -43% | -$2.33M | 0.01% | 506 |
|
|
2023
Q2 | $5.66M | Buy |
39,528
+9,266
| +31% | +$1.36M | 0.02% | 470 |
|
|
2023
Q1 | $8.6M | Buy |
30,262
+6,862
| +29% | +$923K | 0.02% | 379 |
|
|
2022
Q4 | $3.45M | Sell |
23,400
-7,185
| -23% | -$901K | 0.02% | 427 |
|
|
2022
Q3 | $3.35M | Buy |
30,585
+398
| +1% | +$50.5K | 0.04% | 299 |
|
|
2022
Q2 | $3.99M | Buy |
30,187
+12,913
| +75% | +$1.69M | 0.04% | 287 |
|
|
2022
Q1 | $2.03M | Buy |
17,274
+5,414
| +46% | +$649K | 0.03% | 327 |
|
|
2021
Q4 | $1.39M | Buy |
11,860
+6,083
| +105% | +$716K | 0.02% | 379 |
|
|
2021
Q3 | $694K | Buy |
5,777
+513
| +10% | +$59.7K | 0.02% | 413 |
|
|
2021
Q2 | $631K | Buy |
5,264
+855
| +19% | +$93.8K | 0.01% | 429 |
|
|
2021
Q1 | $438K | Sell |
4,409
-4,444
| -50% | -$447K | 0.01% | 477 |
|
|
2020
Q4 | $885K | Buy |
8,853
+2,273
| +35% | +$241K | 0.03% | 319 |
|
|
2020
Q3 | $721K | Buy |
6,580
+567
| +9% | +$63.1K | 0.03% | 279 |
|
|
2020
Q2 | $637K | Sell |
6,013
-748
| -11% | -$77.3K | 0.04% | 254 |
|
|
2020
Q1 | $604K | Sell |
6,761
-1,069
| -14% | -$101K | 0.04% | 263 |
|
|
2019
Q4 | $780K | Sell |
7,830
-4,423
| -36% | -$416K | 0.04% | 273 |
|
|
2019
Q3 | $1.09M | Buy |
12,253
+4,340
| +55% | +$376K | 0.06% | 240 |
|
|
2019
Q2 | $654K | Sell |
7,913
-10,486
| -57% | -$822K | 0.04% | 290 |
|
|
2019
Q1 | $1.49M | Buy |
18,399
+1,504
| +9% | +$119K | 0.1% | 191 |
|
|
2018
Q4 | $1.28M | Sell |
16,895
-204
| -1% | -$15.9K | 0.09% | 196 |
|
|
2018
Q3 | $1.35M | Sell |
17,099
-308
| -2% | -$23.3K | 0.09% | 206 |
|
|
2018
Q2 | $1.22M | Buy |
17,407
+5,815
| +50% | +$418K | 0.09% | 215 |
|
|
2018
Q1 | $811K | Sell |
11,592
-4,955
| -30% | -$343K | 0.06% | 260 |
|
|
2017
Q4 | $1.15M | Buy |
16,547
+5,849
| +55% | +$394K | 0.08% | 222 |
|
|
2017
Q3 | $725K | Buy |
10,698
+2,592
| +32% | +$164K | 0.05% | 272 |
|
|
2017
Q2 | $714K | Buy |
8,106
+1,366
| +20% | +$89.2K | 0.06% | 201 |
|
|
2017
Q1 | $420K | Buy |
+6,740
| New | +$392K | 0.04% | 277 |
|
Other funds holding AZN
EPGL
VCM
VAM
PP
Cerity Partners's AZN Position: Q2 2026 in Review
Cerity Partners increased its AstraZeneca (AZN) stake by 5.8% in Q2 2026, buying an estimated $3.27M and bringing the position to 318,625 shares worth $60.3M. The position accounts for 0.07% of the portfolio, ranked #221.
Cerity Partners first reported a position in AZN in Q1 2017 and has held it in 38 quarters since. 1,375 funds tracked by Wall St. Rank hold AZN as of Q2 2026.
- Cerity Partners held 318,625 shares of AstraZeneca worth $60.3M as of Q2 2026.
- Cerity Partners bought 17,410 AstraZeneca shares in Q2 2026, an estimated $3.27M.
- AstraZeneca made up 0.07% of Cerity Partners's portfolio in Q2 2026, its #221 holding.
- Cerity Partners first reported a position in AstraZeneca in Q1 2017 and has held it in 38 quarters since.
- 1,375 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.