Daymark Wealth Partners’s AstraZeneca AZN Stock Holding History

Daymark 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 Q3	$1.89M	Sell	11,683 -54	-0.5%	-$9K	0.04%	264
2026 Q2	$2.23M	Buy	+11,737	New	+$2.21M	0.05%	238
2024 Q4	–	Sell	-2,962	Closed	-$462K	–	496
2024 Q3	$462K	Buy	2,962 +37	+1%	+$5.97K	0.02%	347
2024 Q2	$456K	Buy	2,925 +186	+7%	+$28K	0.02%	334
2024 Q1	$371K	Sell	2,739 -332	-11%	-$44K	0.02%	308
2023 Q4	$414K	Buy	3,071 +381	+14%	+$49.5K	0.03%	276
2023 Q3	$364K	Sell	2,690 -118	-4%	-$16.1K	0.03%	274
2023 Q2	$402K	Buy	+2,808	New	+$413K	0.03%	258

Other funds holding AZN

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Vanguard Asset Management London, Ec4n 8af $162B AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Daymark Wealth Partners's AZN Position: Q3 2026 in Review

Daymark Wealth Partners reduced its AstraZeneca (AZN) stake by 0.46% in Q3 2026, selling an estimated $9K and leaving 11,683 shares worth $1.89M. The position accounts for 0.04% of the portfolio, ranked #264.

Daymark Wealth Partners first reported a position in AZN in Q2 2023 and has held it in 8 quarters since. The position peaked at $2.23M in Q2 2026. 1,222 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

Daymark Wealth Partners held 11,683 shares of AstraZeneca worth $1.89M as of Q3 2026.
Daymark Wealth Partners sold 54 AstraZeneca shares in Q3 2026, an estimated $9K.
AstraZeneca made up 0.04% of Daymark Wealth Partners's portfolio in Q3 2026, its #264 holding.
Daymark Wealth Partners first reported a position in AstraZeneca in Q2 2023 and has held it in 8 quarters since.
Daymark Wealth Partners's AstraZeneca position peaked at $2.23M in Q2 2026.
1,222 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.