Cypress Wealth Services
AZN icon

Cypress Wealth Services’s AstraZeneca AZN Stock Holding History

Cypress Wealth Services’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
Q3 		$321K Sell
2,021
-48
-2% -$8K 0.04% 321
2026
Q2 		$392K Sell
2,069
-14
-0.7% -$2.63K 0.05% 280
2026
Q1 		$411K Buy
2,083
+10
+0.5% +$1.93K 0.06% 249
2025
Q4 		$381K Buy
+2,073
New +$364K 0.05% 248

Other funds holding AZN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
SEB Asset Management
SEB Asset Management Stockholm $27B AUM
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Cypress Wealth Services's AZN Position: Q3 2026 in Review

Cypress Wealth Services reduced its AstraZeneca (AZN) stake by 2.3% in Q3 2026, selling an estimated $8K and leaving 2,021 shares worth $321K. The position accounts for 0.04% of the portfolio, ranked #321.

Cypress Wealth Services first reported a position in AZN in Q4 2025 and has held it in 4 quarters since. The position peaked at $411K in Q1 2026. 913 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • Cypress Wealth Services held 2,021 shares of AstraZeneca worth $321K as of Q3 2026.
  • Cypress Wealth Services sold 48 AstraZeneca shares in Q3 2026, an estimated $8K.
  • AstraZeneca made up 0.04% of Cypress Wealth Services's portfolio in Q3 2026, its #321 holding.
  • Cypress Wealth Services first reported a position in AstraZeneca in Q4 2025 and has held it in 4 quarters since.
  • Cypress Wealth Services's AstraZeneca position peaked at $411K in Q1 2026.
  • 913 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.