Corient IA’s AstraZeneca AZN Stock Holding History

Corient IA’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	$145K	Sell	765 -1,550	-67%	-$292K	0.13%	196
2026 Q1	$448K	Hold	2,315	–	–	0.42%	75
2025 Q4	$426K	Sell	2,315 -1,185	-34%	-$208K	0.4%	95
2025 Q3	$537K	Hold	3,500	–	–	0.4%	82
2025 Q2	$489K	Hold	3,500	–	–	0.29%	124
2025 Q1	$515K	Buy	+3,500	New	+$506K	0.37%	98

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

Corient IA's AZN Position: Q2 2026 in Review

Corient IA reduced its AstraZeneca (AZN) stake by 67% in Q2 2026, selling an estimated $292K and leaving 765 shares worth $145K. The position accounts for 0.13% of the portfolio, ranked #196.

Corient IA first reported a position in AZN in Q1 2025 and has held it in 6 quarters since. The position peaked at $537K in Q3 2025. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Corient IA held 765 shares of AstraZeneca worth $145K as of Q2 2026.
Corient IA sold 1,550 AstraZeneca shares in Q2 2026, an estimated $292K.
AstraZeneca made up 0.13% of Corient IA's portfolio in Q2 2026, its #196 holding.
Corient IA first reported a position in AstraZeneca in Q1 2025 and has held it in 6 quarters since.
Corient IA's AstraZeneca position peaked at $537K in Q3 2025.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.