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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
Q2 		$19K Hold
100
– – 0.01% 408
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

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Costello Asset Management's AZN Position: Q2 2026 in Review

Costello Asset Management held its AstraZeneca (AZN) position steady in Q2 2026 at 100 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #408.

Costello Asset Management first reported a position in AZN in Q1 2025 and has held it in 6 quarters since. The position peaked at $30.7K in Q3 2025. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Costello Asset Management held 100 shares of AstraZeneca worth $19K as of Q2 2026.
  • Costello Asset Management left its AstraZeneca share count unchanged in Q2 2026.
  • AstraZeneca made up 0.01% of Costello Asset Management's portfolio in Q2 2026, its #408 holding.
  • Costello Asset Management first reported a position in AstraZeneca in Q1 2025 and has held it in 6 quarters since.
  • Costello Asset Management's AstraZeneca position peaked at $30.7K in Q3 2025.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.