Crestwood Advisors Group’s AstraZeneca AZN Stock Holding History

Crestwood Advisors Group’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	$42.5M	Sell	224,312 -8,555	-4%	-$1.61M	0.63%	41
2026 Q1	$45.9M	Sell	232,867 -13,276	-5%	-$2.56M	0.77%	37
2025 Q4	$45.3M	Sell	246,143 -16,483	-6%	-$2.89M	0.75%	38
2025 Q3	$40.3M	Buy	262,626 +25,034	+11%	+$3.79M	0.68%	48
2025 Q2	$33.2M	Buy	237,592 +21,387	+10%	+$3M	0.59%	54
2025 Q1	$31.8M	Buy	216,205 +213,303	+7,350%	+$30.9M	0.6%	51
2024 Q4	$380K	Buy	2,902 +444	+18%	+$62.2K	0.01%	346
2024 Q3	$383K	Sell	2,458 -522	-18%	-$84.3K	0.01%	335
2024 Q2	$465K	Buy	2,980 +239	+9%	+$36K	0.01%	286
2024 Q1	$371K	Buy	2,741 +671	+32%	+$88.9K	0.01%	319
2023 Q4	$279K	Buy	+2,070	New	+$269K	0.01%	336

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

Crestwood Advisors Group's AZN Position: Q2 2026 in Review

Crestwood Advisors Group reduced its AstraZeneca (AZN) stake by 3.7% in Q2 2026, selling an estimated $1.61M and leaving 224,312 shares worth $42.5M. The position accounts for 0.63% of the portfolio, ranked #41.

Crestwood Advisors Group first reported a position in AZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $45.9M in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Crestwood Advisors Group held 224,312 shares of AstraZeneca worth $42.5M as of Q2 2026.
Crestwood Advisors Group sold 8,555 AstraZeneca shares in Q2 2026, an estimated $1.61M.
AstraZeneca made up 0.63% of Crestwood Advisors Group's portfolio in Q2 2026, its #41 holding.
Crestwood Advisors Group first reported a position in AstraZeneca in Q4 2023 and has held it in 11 quarters since.
Crestwood Advisors Group's AstraZeneca position peaked at $45.9M in Q1 2026.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.