CAM
AZN icon

Costello Asset Management’s AstraZeneca AZN Stock Holding History

Costello Asset 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
Q1 		$19.7K Buy
100
+50
+100% +$9.64K 0.01% 386
2025
Q4 		$9.19K Sell
50
-150
-75% -$26.3K ﹤0.01% 474
2025
Q3 		$30.7K Hold
200
– – 0.01% 313
2025
Q2 		$28K Hold
200
– – 0.01% 321
2025
Q1 		$29.4K Buy
+200
New +$28.9K 0.01% 298

Other funds holding AZN

IA
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VAM
Vanguard Asset Management London, Ec4n 8af $117B AUM

Costello Asset Management's AZN Position: Q1 2026 in Review

Costello Asset Management increased its AstraZeneca (AZN) stake by 100% in Q1 2026, buying an estimated $9.64K and bringing the position to 100 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #386.

Costello Asset Management first reported a position in AZN in Q1 2025 and has held it in 5 quarters since. The position peaked at $30.7K in Q3 2025. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Costello Asset Management held 100 shares of AstraZeneca worth $19.7K as of Q1 2026.
  • Costello Asset Management bought 50 AstraZeneca shares in Q1 2026, an estimated $9.64K.
  • AstraZeneca made up 0.01% of Costello Asset Management's portfolio in Q1 2026, its #386 holding.
  • Costello Asset Management first reported a position in AstraZeneca in Q1 2025 and has held it in 5 quarters since.
  • Costello Asset Management's AstraZeneca position peaked at $30.7K in Q3 2025.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.