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Windsor Capital Management’s AstraZeneca AZN Stock Holding History

Windsor 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
Q3 		$566K Sell
3,507
-32
-0.9% -$5.33K 0.15% 79
2026
Q2 		$671K Buy
+3,539
New +$666K 0.17% 73

Other funds holding AZN

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AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return

Windsor Capital Management's AZN Position: Q3 2026 in Review

Windsor Capital Management reduced its AstraZeneca (AZN) stake by 0.9% in Q3 2026, selling an estimated $5.33K and leaving 3,507 shares worth $566K. The position accounts for 0.15% of the portfolio, ranked #79.

Windsor Capital Management first reported a position in AZN in Q2 2026 and has held it in 2 quarters since. The position peaked at $671K in Q2 2026. 119 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • Windsor Capital Management held 3,507 shares of AstraZeneca worth $566K as of Q3 2026.
  • Windsor Capital Management sold 32 AstraZeneca shares in Q3 2026, an estimated $5.33K.
  • AstraZeneca made up 0.15% of Windsor Capital Management's portfolio in Q3 2026, its #79 holding.
  • Windsor Capital Management first reported a position in AstraZeneca in Q2 2026 and has held it in 2 quarters since.
  • Windsor Capital Management's AstraZeneca position peaked at $671K in Q2 2026.
  • 119 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Windsor Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.