Coldstream Capital Management’s AstraZeneca AZN Stock Holding History

Coldstream Capital 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	$2.01M	Buy	10,605 +1,428	+16%	+$269K	0.03%	308
2026 Q1	$1.81M	Buy	9,177 +603	+7%	+$116K	0.02%	326
2025 Q4	$1.58M	Buy	8,574 +166	+2%	+$29.1K	0.02%	343
2025 Q3	$1.29M	Sell	8,408 -48	-0.6%	-$7.26K	0.02%	401
2025 Q2	$1.18M	Sell	8,456 -406	-5%	-$56.9K	0.02%	382
2025 Q1	$1.3M	Sell	8,862 -3,541	-29%	-$512K	0.03%	330
2024 Q4	$1.63M	Sell	12,403 -986	-7%	-$138K	0.03%	284
2024 Q3	$2.09M	Buy	13,389 +525	+4%	+$84.7K	0.05%	230
2024 Q2	$2.01M	Buy	12,864 +5,551	+76%	+$835K	0.05%	202
2024 Q1	$991K	Buy	7,313 +1,640	+29%	+$217K	0.03%	325
2023 Q4	$764K	Buy	5,673 +1,256	+28%	+$163K	0.02%	360
2023 Q3	$598K	Buy	4,417 +428	+11%	+$58.5K	0.02%	366
2023 Q2	$571K	Buy	3,989 +9	+0.2%	+$1.32K	0.02%	400
2023 Q1	$553K	Buy	3,980 +33	+0.8%	+$4.44K	0.02%	403
2022 Q4	$535K	Buy	+3,947	New	+$495K	0.02%	408
2022 Q2	$364K	Buy	2,754 +753	+38%	+$98.8K	0.01%	499
2022 Q1	$265K	Sell	2,001 -825	-29%	-$98.9K	0.01%	622
2021 Q4	$329K	Buy	+2,826	New	+$333K	0.01%	575

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

Coldstream Capital Management's AZN Position: Q2 2026 in Review

Coldstream Capital Management increased its AstraZeneca (AZN) stake by 16% in Q2 2026, buying an estimated $269K and bringing the position to 10,605 shares worth $2.01M. The position accounts for 0.03% of the portfolio, ranked #308.

Coldstream Capital Management first reported a position in AZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.09M in Q3 2024. 1,507 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Coldstream Capital Management held 10,605 shares of AstraZeneca worth $2.01M as of Q2 2026.
Coldstream Capital Management bought 1,428 AstraZeneca shares in Q2 2026, an estimated $269K.
AstraZeneca made up 0.03% of Coldstream Capital Management's portfolio in Q2 2026, its #308 holding.
Coldstream Capital Management first reported a position in AstraZeneca in Q4 2021 and has held it in 18 quarters since.
Coldstream Capital Management's AstraZeneca position peaked at $2.09M in Q3 2024.
1,507 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.