Marathon Capital Management’s AstraZeneca AZN Stock Holding History

Marathon Capital 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	$12.3M	Sell	64,777 -398	-0.6%	-$74.9K	2.49%	7
2026 Q1	$12.9M	Sell	65,175 -13,699	-17%	-$2.64M	2.89%	4
2025 Q4	$14.5M	Sell	78,874 -1,604	-2%	-$281K	3.12%	4
2025 Q3	$12.3M	Sell	80,478 -1,225	-1%	-$185K	2.83%	4
2025 Q2	$11.4M	Sell	81,703 -1,456	-2%	-$204K	2.91%	3
2025 Q1	$12.2M	Sell	83,159 -886	-1%	-$128K	3.26%	3
2024 Q4	$11M	Buy	84,045 +2,540	+3%	+$356K	2.75%	4
2024 Q3	$12.7M	Buy	81,505 +569	+0.7%	+$91.8K	3.08%	3
2024 Q2	$12.6M	Sell	80,936 -108	-0.1%	-$16.3K	3.22%	2
2024 Q1	$11M	Buy	81,044 +33,449	+70%	+$4.43M	2.62%	2
2023 Q4	$6.41M	Buy	+47,595	New	+$6.19M	1.61%	13

Other funds holding AZN

Evelyn Partners London $46.9B AUM

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Marathon Capital Management's AZN Position: Q2 2026 in Review

Marathon Capital Management reduced its AstraZeneca (AZN) stake by 0.61% in Q2 2026, selling an estimated $74.9K and leaving 64,777 shares worth $12.3M. The position accounts for 2.49% of the portfolio, ranked #7.

Marathon Capital Management first reported a position in AZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.5M in Q4 2025. 1,501 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Marathon Capital Management held 64,777 shares of AstraZeneca worth $12.3M as of Q2 2026.
Marathon Capital Management sold 398 AstraZeneca shares in Q2 2026, an estimated $74.9K.
AstraZeneca made up 2.49% of Marathon Capital Management's portfolio in Q2 2026, its #7 holding.
Marathon Capital Management first reported a position in AstraZeneca in Q4 2023 and has held it in 11 quarters since.
Marathon Capital Management's AstraZeneca position peaked at $14.5M in Q4 2025.
1,501 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Marathon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.