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Greystone Financial Group’s AstraZeneca AZN Stock Holding History

Greystone Financial Group’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
-1,030
Closed -$203K – 77
2026
Q1 		$203K Sell
1,030
-3,300
-76% -$636K 0.06% 77
2025
Q4 		$796K Sell
4,330
-24
-0.6% -$4.21K 0.12% 73
2025
Q3 		$668K Buy
4,354
+51
+1% +$7.72K 0.1% 84
2025
Q2 		$601K Buy
+4,303
New +$603K 0.1% 81

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
ISS
Intesa Sanpaolo SpA. Turin, Italy $2.92B AUM

Greystone Financial Group's AZN Position: Q2 2026 in Review

Greystone Financial Group sold out of AstraZeneca (AZN) in Q2 2026, closing a stake of 1,030 shares — an estimated $203K sold.

Greystone Financial Group first reported a position in AZN in Q2 2025 and held it in 4 quarters. The position peaked at $796K in Q4 2025. 679 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Greystone Financial Group reported no remaining AstraZeneca position as of Q2 2026 after selling out during the quarter.
  • Greystone Financial Group sold 1,030 AstraZeneca shares in Q2 2026, an estimated $203K.
  • Greystone Financial Group first reported a position in AstraZeneca in Q2 2025 and held it in 4 quarters.
  • Greystone Financial Group's AstraZeneca position peaked at $796K in Q4 2025.
  • 679 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.