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Cyndeo Wealth Partners’s AstraZeneca AZN Stock Holding History

Cyndeo Wealth Partners’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 		$1.3M Buy
+6,841
New +$1.29M 0.06% 231
2026
Q1 		– Sell
-7,397
Closed -$1.36M – 483
2025
Q4 		$1.36M Sell
7,397
-401
-5% -$70.3K 0.07% 204
2025
Q3 		$1.2M Sell
7,798
-383
-5% -$58K 0.07% 212
2025
Q2 		$1.14M Sell
8,181
-20
-0.2% -$2.8K 0.07% 210
2025
Q1 		$1.21M Buy
8,201
+29
+0.4% +$4.2K 0.08% 192
2024
Q4 		$1.07M Sell
8,172
-42
-0.5% -$5.88K 0.07% 207
2024
Q3 		$1.28M Buy
8,214
+1,059
+15% +$171K 0.09% 194
2024
Q2 		$1.12M Buy
7,155
+397
+6% +$59.7K 0.09% 198
2024
Q1 		$916K Buy
6,758
+67
+1% +$8.87K 0.08% 208
2023
Q4 		$901K Buy
6,691
+34
+0.5% +$4.42K 0.08% 193
2023
Q3 		$902K Buy
6,657
+23
+0.3% +$3.14K 0.09% 176
2023
Q2 		$950K Sell
6,634
-414
-6% -$60.9K 0.1% 170
2023
Q1 		$978K Sell
7,048
-97
-1% -$13.1K 0.11% 173
2022
Q4 		$969K Buy
+7,145
New +$896K 0.11% 170

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

Cyndeo Wealth Partners's AZN Position: Q2 2026 in Review

Cyndeo Wealth Partners opened a new position in AstraZeneca (AZN) in Q2 2026: 6,841 shares worth $1.3M. The stake represents 0.06% of the portfolio and ranks #231 among its holdings. This is a return to the name: Cyndeo Wealth Partners previously reported a position in AZN as recently as Q4 2025.

Cyndeo Wealth Partners first reported a position in AZN in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.36M in Q4 2025. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Cyndeo Wealth Partners held 6,841 shares of AstraZeneca worth $1.3M as of Q2 2026.
  • AstraZeneca was a new Cyndeo Wealth Partners position in Q2 2026.
  • AstraZeneca made up 0.06% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #231 holding.
  • Cyndeo Wealth Partners first reported a position in AstraZeneca in Q4 2022 and has held it in 14 quarters since.
  • Cyndeo Wealth Partners's AstraZeneca position peaked at $1.36M in Q4 2025.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.