Generate Investment Management’s AstraZeneca AZN Stock Holding History

Generate Investment Management’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	$618K	Sell	3,828 -55,010	-93%	-$9.17M	0.02%	78
2026 Q2	$11.2M	Buy	+58,838	New	+$11.1M	0.46%	57
2025 Q1	–	Sell	-60,426	Closed	-$7.92M	–	80
2024 Q4	$7.92M	Buy	+60,426	New	+$8.46M	0.55%	66
2024 Q2	–	Sell	-25,386	Closed	-$3.44M	–	79
2024 Q1	$3.44M	Sell	25,386 -27,072	-52%	-$3.58M	0.25%	75
2023 Q4	$7.07M	Buy	+52,458	New	+$6.82M	0.61%	62

Other funds holding AZN

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

MCM

Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return

Generate Investment Management's AZN Position: Q3 2026 in Review

Generate Investment Management reduced its AstraZeneca (AZN) stake by 93% in Q3 2026, selling an estimated $9.17M and leaving 3,828 shares worth $618K. The position accounts for 0.02% of the portfolio, ranked #78.

Generate Investment Management first reported a position in AZN in Q4 2023 and has held it in 5 quarters since. The position peaked at $11.2M in Q2 2026. 137 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

Generate Investment Management held 3,828 shares of AstraZeneca worth $618K as of Q3 2026.
Generate Investment Management sold 55,010 AstraZeneca shares in Q3 2026, an estimated $9.17M.
AstraZeneca made up 0.02% of Generate Investment Management's portfolio in Q3 2026, its #78 holding.
Generate Investment Management first reported a position in AstraZeneca in Q4 2023 and has held it in 5 quarters since.
Generate Investment Management's AstraZeneca position peaked at $11.2M in Q2 2026.
137 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Generate Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.