Clifford Swan Investment Counsel’s AstraZeneca AZN Stock Holding History

Clifford Swan Investment Counsel’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	–	Sell	-1,034	Closed	-$204K	–	342
2026 Q1	$204K	Buy	+1,034	New	+$199K	0.01%	326
2019 Q3	–	Sell	-3,548	Closed	-$293K	–	314
2019 Q2	$293K	Sell	3,548 -875	-20%	-$68.6K	0.02%	260
2019 Q1	$358K	Sell	4,423 -1,592	-26%	-$125K	0.02%	234
2018 Q4	$457K	Sell	6,015 -214	-3%	-$16.7K	0.03%	207
2018 Q3	$493K	Sell	6,229 -2,476	-28%	-$187K	0.03%	208
2018 Q2	$611K	Hold	8,705	–	–	0.03%	190
2018 Q1	$609K	Hold	8,705	–	–	0.03%	192
2017 Q4	$604K	Hold	8,705	–	–	0.03%	199
2017 Q3	$590K	Hold	8,705	–	–	0.04%	197
2017 Q2	$594K	Sell	8,705 -635	-7%	-$41.5K	0.04%	204
2017 Q1	$582K	Hold	9,340	–	–	0.04%	197
2016 Q4	$510K	Sell	9,340 -123	-1%	-$6.98K	0.03%	195
2016 Q3	$622K	Buy	9,463 +4,463	+89%	+$292K	0.04%	178
2016 Q2	$302K	Hold	5,000	–	–	0.02%	219
2016 Q1	$282K	Hold	5,000	–	–	0.02%	229
2015 Q4	$340K	Hold	5,000	–	–	0.02%	219
2015 Q3	$318K	Hold	5,000	–	–	0.02%	216
2015 Q2	$319K	Hold	5,000	–	–	0.02%	214
2015 Q1	$342K	Hold	5,000	–	–	0.02%	209
2014 Q4	$352K	Hold	5,000	–	–	0.02%	206
2014 Q3	$357K	Hold	5,000	–	–	0.02%	202
2014 Q2	$372K	Hold	5,000	–	–	0.03%	201
2014 Q1	$324K	Hold	5,000	–	–	0.02%	207
2013 Q4	$297K	Buy	5,000 +1,000	+25%	+$54.3K	0.02%	202
2013 Q3	$208K	Buy	+4,000	New	+$201K	0.02%	216

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

Clifford Swan Investment Counsel's AZN Position: Q2 2026 in Review

Clifford Swan Investment Counsel sold out of AstraZeneca (AZN) in Q2 2026, closing a stake of 1,034 shares — an estimated $204K sold.

Clifford Swan Investment Counsel first reported a position in AZN in Q3 2013 and held it in 25 quarters. The position peaked at $622K in Q3 2016. 1,498 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Clifford Swan Investment Counsel reported no remaining AstraZeneca position as of Q2 2026 after selling out during the quarter.
Clifford Swan Investment Counsel sold 1,034 AstraZeneca shares in Q2 2026, an estimated $204K.
Clifford Swan Investment Counsel first reported a position in AstraZeneca in Q3 2013 and held it in 25 quarters.
Clifford Swan Investment Counsel's AstraZeneca position peaked at $622K in Q3 2016.
1,498 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.