McKinley Carter Wealth Services’s AstraZeneca AZN Stock Holding History

McKinley Carter Wealth Services’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 Q1	–	Sell	-2,456	Closed	-$451K	–	309
2025 Q4	$451K	Hold	2,456	–	–	0.03%	228
2025 Q3	$377K	Hold	2,456	–	–	0.02%	248
2025 Q2	$343K	Sell	2,456 -160	-6%	-$22.4K	0.02%	254
2025 Q1	$385K	Buy	2,616 +164	+7%	+$23.7K	0.02%	237
2024 Q4	$321K	Sell	2,452 -17	-0.7%	-$2.38K	0.02%	242
2024 Q3	$385K	Hold	2,469	–	–	0.02%	231
2024 Q2	$385K	Sell	2,469 -124	-5%	-$18.7K	0.02%	230
2024 Q1	$351K	Sell	2,593 -7	-0.3%	-$927	0.02%	242
2023 Q4	$350K	Sell	2,600 -12	-0.5%	-$1.56K	0.03%	240
2023 Q3	$354K	Buy	2,612 +19	+0.7%	+$2.6K	0.03%	232
2023 Q2	$371K	Hold	2,593	–	–	0.03%	234
2023 Q1	$360K	Sell	2,593 -362	-12%	-$48.7K	0.03%	235
2022 Q4	$401K	Hold	2,955	–	–	0.03%	224
2022 Q3	$324K	Hold	2,955	–	–	0.03%	230
2022 Q2	$390K	Hold	2,955	–	–	0.03%	219
2022 Q1	$392K	Hold	2,955	–	–	0.03%	218
2021 Q4	$344K	Hold	2,955	–	–	0.03%	229
2021 Q3	$355K	Buy	+2,955	New	+$344K	0.03%	220
2018 Q2	–	Sell	-480	Closed	-$34K	–	176
2018 Q1	$34K	Buy	+480	New	+$33.2K	0.01%	293

Other funds holding AZN

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VAM

Vanguard Asset Management London, Ec4n 8af $117B AUM

McKinley Carter Wealth Services's AZN Position: Q1 2026 in Review

McKinley Carter Wealth Services sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 2,456 shares — an estimated $451K sold.

McKinley Carter Wealth Services first reported a position in AZN in Q1 2018 and held it in 19 quarters. The position peaked at $451K in Q4 2025. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

McKinley Carter Wealth Services reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
McKinley Carter Wealth Services sold 2,456 AstraZeneca shares in Q1 2026, an estimated $451K.
McKinley Carter Wealth Services first reported a position in AstraZeneca in Q1 2018 and held it in 19 quarters.
McKinley Carter Wealth Services's AstraZeneca position peaked at $451K in Q4 2025.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.