Clean Yield Group’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $582K | Hold |
2,950
| – | – | 0.16% | 88 |
|
|
2025
Q4 | $542K | Hold |
2,950
| – | – | 0.15% | 89 |
|
|
2025
Q3 | $453K | Hold |
2,950
| – | – | 0.13% | 97 |
|
|
2025
Q2 | $412K | Hold |
2,950
| – | – | 0.12% | 96 |
|
|
2025
Q1 | $434K | Hold |
2,950
| – | – | 0.14% | 93 |
|
|
2024
Q4 | $387K | Sell |
2,950
-57
| -2% | -$7.98K | 0.12% | 99 |
|
|
2024
Q3 | $469K | Buy |
3,007
+57
| +2% | +$9.2K | 0.15% | 92 |
|
|
2024
Q2 | $460K | Hold |
2,950
| – | – | 0.17% | 84 |
|
|
2024
Q1 | $400K | Hold |
2,950
| – | – | 0.16% | 88 |
|
|
2023
Q4 | $397K | Hold |
2,950
| – | – | 0.17% | 85 |
|
|
2023
Q3 | $401K | Hold |
2,950
| – | – | 0.18% | 84 |
|
|
2023
Q2 | $422K | Hold |
2,950
| – | – | 0.17% | 85 |
|
|
2023
Q1 | $410K | Hold |
2,950
| – | – | 0.17% | 89 |
|
|
2022
Q4 | $400K | Hold |
2,950
| – | – | 0.17% | 94 |
|
|
2022
Q3 | $324K | Hold |
2,950
| – | – | 0.15% | 100 |
|
|
2022
Q2 | $390K | Sell |
2,950
-94
| -3% | -$12.3K | 0.16% | 91 |
|
|
2022
Q1 | $404K | Buy |
3,044
+94
| +3% | +$11.3K | 0.14% | 98 |
|
|
2021
Q4 | $344K | Hold |
2,950
| – | – | 0.11% | 118 |
|
|
2021
Q3 | $354K | Hold |
2,950
| – | – | 0.12% | 107 |
|
|
2021
Q2 | $353K | Hold |
2,950
| – | – | 0.12% | 101 |
|
|
2021
Q1 | $293K | Hold |
2,950
| – | – | 0.11% | 110 |
|
|
2020
Q4 | $295K | Hold |
2,950
| – | – | 0.11% | 111 |
|
|
2020
Q3 | $323K | Hold |
2,950
| – | – | 0.13% | 98 |
|
|
2020
Q2 | $312K | Sell |
2,950
-396
| -12% | -$40.9K | 0.13% | 93 |
|
|
2020
Q1 | $299K | Buy |
3,346
+2,950
| +745% | +$278K | 0.14% | 91 |
|
|
2019
Q4 | $39K | Sell |
396
-2,950
| -88% | -$278K | 0.01% | 238 |
|
|
2019
Q3 | $298K | Hold |
3,346
| – | – | 0.1% | 115 |
|
|
2019
Q2 | $276K | Buy |
3,346
+396
| +13% | +$31.1K | 0.1% | 112 |
|
|
2019
Q1 | $239K | Buy |
+2,950
| New | +$233K | 0.1% | 123 |
|
|
2018
Q4 | – | Sell |
-2,950
| Closed | -$233K | – | 306 |
|
|
2018
Q3 | $233K | Buy |
+2,950
| New | +$223K | 0.09% | 126 |
|
|
2018
Q1 | – | Sell |
-2,950
| Closed | -$205K | – | 132 |
|
|
2017
Q4 | $205K | Buy |
+2,950
| New | +$199K | 0.08% | 129 |
|
|
2017
Q2 | – | Sell |
-2,950
| Closed | -$184K | – | 147 |
|
|
2017
Q1 | $184K | Buy |
+2,950
| New | +$172K | 0.08% | 129 |
|
Other funds holding AZN
IA
VCM
VAM
Clean Yield Group's AZN Position: Q1 2026 in Review
Clean Yield Group held its AstraZeneca (AZN) position steady in Q1 2026 at 2,950 shares worth $582K. The position accounts for 0.16% of the portfolio, ranked #88.
Clean Yield Group first reported a position in AZN in Q1 2017 and has held it in 32 quarters since. 1,378 funds tracked by Wall St. Rank hold AZN as of Q1 2026.
- Clean Yield Group held 2,950 shares of AstraZeneca worth $582K as of Q1 2026.
- Clean Yield Group left its AstraZeneca share count unchanged in Q1 2026.
- AstraZeneca made up 0.16% of Clean Yield Group's portfolio in Q1 2026, its #88 holding.
- Clean Yield Group first reported a position in AstraZeneca in Q1 2017 and has held it in 32 quarters since.
- 1,378 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.
Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.