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Garton & Associates Financial Advisors’s AstraZeneca AZN Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-7,212
Closed -$1.42M – 29
2026
Q1 		$1.42M Buy
7,212
+198
+3% +$38.2K 1.16% 26
2025
Q4 		$1.29M Buy
+7,014
New +$1.23M 0.72% 32

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

Garton & Associates Financial Advisors's AZN Position: Q2 2026 in Review

Garton & Associates Financial Advisors sold out of AstraZeneca (AZN) in Q2 2026, closing a stake of 7,212 shares — an estimated $1.42M sold.

Garton & Associates Financial Advisors first reported a position in AZN in Q4 2025 and held it in 2 quarters. The position peaked at $1.42M in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Garton & Associates Financial Advisors reported no remaining AstraZeneca position as of Q2 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 7,212 AstraZeneca shares in Q2 2026, an estimated $1.42M.
  • Garton & Associates Financial Advisors first reported a position in AstraZeneca in Q4 2025 and held it in 2 quarters.
  • Garton & Associates Financial Advisors's AstraZeneca position peaked at $1.42M in Q1 2026.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.