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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
2020
Q4 		– Sell
-2,010
Closed -$220K – 303
2020
Q3 		$220K Buy
+2,010
New +$224K 0.06% 239

Other funds holding AZN

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cypress Wealth Services's AZN Position: Q2 2026 in Review

Cypress Wealth Services reduced its AstraZeneca (AZN) stake by 0.67% in Q2 2026, selling an estimated $2.63K and leaving 2,069 shares worth $392K. The position accounts for 0.05% of the portfolio, ranked #280.

Cypress Wealth Services first reported a position in AZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $411K in Q1 2026. 537 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Cypress Wealth Services held 2,069 shares of AstraZeneca worth $392K as of Q2 2026.
  • Cypress Wealth Services sold 14 AstraZeneca shares in Q2 2026, an estimated $2.63K.
  • AstraZeneca made up 0.05% of Cypress Wealth Services's portfolio in Q2 2026, its #280 holding.
  • Cypress Wealth Services first reported a position in AstraZeneca in Q4 2025 and has held it in 3 quarters since.
  • Cypress Wealth Services's AstraZeneca position peaked at $411K in Q1 2026.
  • 537 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.