1620 Investment Advisors’s AstraZeneca AZN Stock Holding History

1620 Investment Advisors’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	$959K	Buy	5,058 +29	+0.6%	+$5.46K	0.59%	36
2026 Q1	$992K	Buy	5,029 +63	+1%	+$12.1K	0.67%	36
2025 Q4	$913K	Sell	4,966 -28	-0.6%	-$4.91K	0.61%	40
2025 Q3	$766K	Buy	4,994 +22	+0.4%	+$3.33K	0.52%	53
2025 Q2	$695K	Buy	4,972 +103	+2%	+$14.4K	0.49%	58
2025 Q1	$716K	Buy	4,869 +32	+0.7%	+$4.63K	0.55%	44
2024 Q4	$634K	Buy	4,837 +14	+0.3%	+$1.96K	0.48%	58
2024 Q3	$752K	Sell	4,823 -17	-0.4%	-$2.74K	0.54%	45
2024 Q2	$755K	Buy	4,840 +93	+2%	+$14K	0.58%	41
2024 Q1	$643K	Sell	4,747 -212	-4%	-$28.1K	0.65%	48
2023 Q4	$668K	Buy	4,959 +14	+0.3%	+$1.82K	0.73%	41
2023 Q3	$670K	Sell	4,945 -15	-0.3%	-$2.05K	0.76%	36
2023 Q2	$710K	Buy	4,960 +4	+0.1%	+$589	0.77%	38
2023 Q1	$688K	Sell	4,956 -66	-1%	-$8.88K	0.83%	39
2022 Q4	$681K	Buy	5,022 +97	+2%	+$12.2K	0.82%	43
2022 Q3	$540K	Buy	4,925 +21	+0.4%	+$2.66K	0.8%	43
2022 Q2	$648K	Buy	4,904 +308	+7%	+$40.4K	0.89%	35
2022 Q1	$535K	Hold	4,596	–	–	0.58%	65
2021 Q4	$535K	Buy	+4,596	New	+$541K	0.6%	62

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

1620 Investment Advisors's AZN Position: Q2 2026 in Review

1620 Investment Advisors increased its AstraZeneca (AZN) stake by 0.58% in Q2 2026, buying an estimated $5.46K and bringing the position to 5,058 shares worth $959K. The position accounts for 0.59% of the portfolio, ranked #36.

1620 Investment Advisors first reported a position in AZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $992K in Q1 2026. 1,503 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

1620 Investment Advisors held 5,058 shares of AstraZeneca worth $959K as of Q2 2026.
1620 Investment Advisors bought 29 AstraZeneca shares in Q2 2026, an estimated $5.46K.
AstraZeneca made up 0.59% of 1620 Investment Advisors's portfolio in Q2 2026, its #36 holding.
1620 Investment Advisors first reported a position in AstraZeneca in Q4 2021 and has held it in 19 quarters since.
1620 Investment Advisors's AstraZeneca position peaked at $992K in Q1 2026.
1,503 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.