Colonial Trust Advisors’s AstraZeneca AZN Stock Holding History

Colonial Trust Advisors’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 Q1	$7.89K	Buy	40 +31	+344%	+$5.98K	﹤0.01%	561
2025 Q4	$1.66K	Hold	9	–	–	﹤0.01%	645
2025 Q3	$1.38K	Hold	9	–	–	﹤0.01%	630
2025 Q2	$1.26K	Hold	9	–	–	﹤0.01%	647
2025 Q1	$1.32K	Hold	9	–	–	﹤0.01%	630
2024 Q4	$1.18K	Hold	9	–	–	﹤0.01%	633
2024 Q3	$1.4K	Hold	9	–	–	﹤0.01%	696
2024 Q2	$1.4K	Sell	9 -51	-85%	-$7.67K	﹤0.01%	693
2024 Q1	$8.06K	Buy	60 +51	+567%	+$6.75K	﹤0.01%	630
2023 Q4	$1.21K	Hold	9	–	–	﹤0.01%	759
2023 Q3	$1.22K	Hold	9	–	–	﹤0.01%	765
2023 Q2	$1.29K	Buy	+9	New	+$1.32K	﹤0.01%	775

Other funds holding AZN

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VAM

Vanguard Asset Management London, Ec4n 8af $117B AUM

Colonial Trust Advisors's AZN Position: Q1 2026 in Review

Colonial Trust Advisors increased its AstraZeneca (AZN) stake by 344% in Q1 2026, buying an estimated $5.98K and bringing the position to 40 shares worth $7.89K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Colonial Trust Advisors first reported a position in AZN in Q2 2023 and has held it in 12 quarters since. The position peaked at $8.06K in Q1 2024. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Colonial Trust Advisors held 40 shares of AstraZeneca worth $7.89K as of Q1 2026.
Colonial Trust Advisors bought 31 AstraZeneca shares in Q1 2026, an estimated $5.98K.
AstraZeneca made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #561 holding.
Colonial Trust Advisors first reported a position in AstraZeneca in Q2 2023 and has held it in 12 quarters since.
Colonial Trust Advisors's AstraZeneca position peaked at $8.06K in Q1 2024.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.