Marietta Investment Partners’s AstraZeneca AZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.5M Buy
+7,929
New +$1.49M 0.26% 78
2025
Q4
Sell
-6,092
Closed -$935K 164
2025
Q3
$935K Sell
6,092
-23
-0.4% -$3.48K 0.18% 97
2025
Q2
$855K Buy
6,115
+468
+8% +$65.6K 0.19% 98
2025
Q1
$830K Sell
5,647
-7
-0.1% -$1.01K 0.2% 90
2024
Q4
$741K Sell
5,654
-1,311
-19% -$184K 0.16% 101
2024
Q3
$1.09M Sell
6,965
-5
-0.1% -$807 0.23% 81
2024
Q2
$1.09M Sell
6,970
-5
-0.1% -$752 0.24% 78
2024
Q1
$945K Sell
6,975
-1,366
-16% -$181K 0.21% 88
2023
Q4
$1.12M Sell
8,341
-30,719
-79% -$3.99M 0.28% 78
2023
Q3
$5.29M Sell
39,060
-2
-0% -$273 1.48% 21
2023
Q2
$5.59M Buy
39,062
+31,045
+387% +$4.57M 1.45% 23
2023
Q1
$1.11M Sell
8,017
-143
-2% -$19.2K 0.31% 66
2022
Q4
$1.11M Buy
8,160
+129
+2% +$16.2K 0.31% 68
2022
Q3
$980K Buy
8,031
+49
+0.6% +$6.22K 0.29% 68
2022
Q2
$1.05M Buy
7,982
+694
+10% +$91.1K 0.31% 70
2022
Q1
$967K Buy
7,288
+1,588
+28% +$190K 0.22% 87
2021
Q4
$664K Hold
5,700
0.14% 112
2021
Q3
$685K Hold
5,700
0.16% 107
2021
Q2
$683K Sell
5,700
-108
-2% -$11.8K 0.16% 104
2021
Q1
$577K Buy
5,808
+250
+4% +$25.1K 0.14% 108
2020
Q4
$556K Sell
5,558
-8,069
-59% -$855K 0.14% 101
2020
Q3
$1.49M Buy
13,627
+395
+3% +$43.9K 0.45% 47
2020
Q2
$1.4M Buy
13,232
+8,583
+185% +$886K 0.47% 49
2020
Q1
$415K Buy
4,649
+1,432
+45% +$135K 0.18% 83
2019
Q4
$321K Buy
+3,217
New +$303K 0.1% 126

Other funds holding AZN

Marietta Investment Partners's AZN Position: Q2 2026 in Review

Marietta Investment Partners opened a new position in AstraZeneca (AZN) in Q2 2026: 7,929 shares worth $1.5M. The stake represents 0.26% of the portfolio and ranks #78 among its holdings. This is a return to the name: Marietta Investment Partners previously reported a position in AZN as recently as Q3 2025.

Marietta Investment Partners first reported a position in AZN in Q4 2019 and has held it in 25 quarters since. The position peaked at $5.59M in Q2 2023. 1,329 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Marietta Investment Partners held 7,929 shares of AstraZeneca worth $1.5M as of Q2 2026.
  • AstraZeneca was a new Marietta Investment Partners position in Q2 2026.
  • AstraZeneca made up 0.26% of Marietta Investment Partners's portfolio in Q2 2026, its #78 holding.
  • Marietta Investment Partners first reported a position in AstraZeneca in Q4 2019 and has held it in 25 quarters since.
  • Marietta Investment Partners's AstraZeneca position peaked at $5.59M in Q2 2023.
  • 1,329 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Marietta Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.