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AA Financial Advisors’s AstraZeneca AZN Stock Holding History

AA Financial 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 		$715K Buy
3,773
+505
+15% +$95K 0.09% 130
2026
Q1 		$645K Buy
3,268
+240
+8% +$46.3K 0.09% 131
2025
Q4 		$557K Sell
3,028
-1,387
-31% -$243K 0.1% 117
2025
Q3 		$677K Buy
4,415
+133
+3% +$20.1K 0.13% 97
2025
Q2 		$598K Buy
4,282
+765
+22% +$107K 0.13% 99
2025
Q1 		$517K Sell
3,517
-338
-9% -$48.9K 0.13% 100
2024
Q4 		$505K Hold
3,855
– – 0.13% 99
2024
Q3 		$601K Buy
3,855
+376
+11% +$60.7K 0.17% 90
2024
Q2 		$543K Sell
3,479
-9
-0.3% -$1.35K 0.19% 93
2024
Q1 		$473K Buy
+3,488
New +$462K 0.19% 96

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AA Financial Advisors's AZN Position: Q2 2026 in Review

AA Financial Advisors increased its AstraZeneca (AZN) stake by 15% in Q2 2026, buying an estimated $95K and bringing the position to 3,773 shares worth $715K. The position accounts for 0.09% of the portfolio, ranked #130.

AA Financial Advisors first reported a position in AZN in Q1 2024 and has held it in 10 quarters since. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • AA Financial Advisors held 3,773 shares of AstraZeneca worth $715K as of Q2 2026.
  • AA Financial Advisors bought 505 AstraZeneca shares in Q2 2026, an estimated $95K.
  • AstraZeneca made up 0.09% of AA Financial Advisors's portfolio in Q2 2026, its #130 holding.
  • AA Financial Advisors first reported a position in AstraZeneca in Q1 2024 and has held it in 10 quarters since.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.