Goelzer Investment Management’s AstraZeneca AZN Stock Holding History

Goelzer 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 Q2	$7.63M	Sell	40,260 -1,413	-3%	-$266K	0.33%	57
2026 Q1	$8.22M	Buy	41,673 +405	+1%	+$78.1K	0.4%	50
2025 Q4	$7.59M	Buy	41,268 +260	+0.6%	+$45.6K	0.35%	56
2025 Q3	$6.29M	Sell	41,008 -930	-2%	-$141K	0.33%	68
2025 Q2	$5.86M	Buy	41,938 +324	+0.8%	+$45.4K	0.32%	69
2025 Q1	$6.12M	Sell	41,614 -231	-0.6%	-$33.4K	0.35%	60
2024 Q4	$5.48M	Buy	41,845 +11,492	+38%	+$1.61M	0.32%	75
2024 Q3	$4.73M	Sell	30,353 -118	-0.4%	-$19K	0.26%	91
2024 Q2	$4.75M	Sell	30,471 -676	-2%	-$102K	0.27%	85
2024 Q1	$4.22M	Buy	31,147 +13,486	+76%	+$1.79M	0.24%	97
2023 Q4	$2.38M	Buy	+17,661	New	+$2.3M	0.15%	119

Other funds holding AZN

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 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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Goelzer Investment Management's AZN Position: Q2 2026 in Review

Goelzer Investment Management reduced its AstraZeneca (AZN) stake by 3.4% in Q2 2026, selling an estimated $266K and leaving 40,260 shares worth $7.63M. The position accounts for 0.33% of the portfolio, ranked #57.

Goelzer Investment Management first reported a position in AZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.22M in Q1 2026. 493 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Goelzer Investment Management held 40,260 shares of AstraZeneca worth $7.63M as of Q2 2026.
Goelzer Investment Management sold 1,413 AstraZeneca shares in Q2 2026, an estimated $266K.
AstraZeneca made up 0.33% of Goelzer Investment Management's portfolio in Q2 2026, its #57 holding.
Goelzer Investment Management first reported a position in AstraZeneca in Q4 2023 and has held it in 11 quarters since.
Goelzer Investment Management's AstraZeneca position peaked at $8.22M in Q1 2026.
493 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.