AO
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Advisor OS’s AstraZeneca AZN Stock Holding History

Advisor OS’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 		$313K Sell
1,653
-65
-4% -$12.2K 0.02% 438
2026
Q1 		$339K Buy
+1,718
New +$331K 0.02% 401
2025
Q4 		– Sell
-1,481
Closed -$227K – 500
2025
Q3 		$227K Buy
+1,481
New +$224K 0.02% 424
2025
Q2 		– Sell
-1,451
Closed -$213K – 460
2025
Q1 		$213K Buy
+1,451
New +$210K 0.02% 396
2024
Q4 		– Sell
-2,630
Closed -$410K – 411
2024
Q3 		$410K Sell
2,630
-179
-6% -$28.9K 0.04% 275
2024
Q2 		$438K Buy
2,809
+113
+4% +$17K 0.05% 251
2024
Q1 		$365K Buy
2,696
+138
+5% +$18.3K 0.04% 277
2023
Q4 		$345K Buy
2,558
+155
+6% +$20.1K 0.04% 243
2023
Q3 		$325K Buy
2,403
+211
+10% +$28.8K 0.05% 223
2023
Q2 		$314K Buy
2,192
+89
+4% +$13.1K 0.05% 233
2023
Q1 		$292K Sell
2,103
-9
-0.4% -$1.21K 0.07% 196
2022
Q4 		$286K Buy
2,112
+243
+13% +$30.5K 0.08% 180
2022
Q3 		$206K Buy
+1,869
New +$237K 0.06% 193

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

Advisor OS's AZN Position: Q2 2026 in Review

Advisor OS reduced its AstraZeneca (AZN) stake by 3.8% in Q2 2026, selling an estimated $12.2K and leaving 1,653 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #438.

Advisor OS first reported a position in AZN in Q3 2022 and has held it in 13 quarters since. The position peaked at $438K in Q2 2024. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Advisor OS held 1,653 shares of AstraZeneca worth $313K as of Q2 2026.
  • Advisor OS sold 65 AstraZeneca shares in Q2 2026, an estimated $12.2K.
  • AstraZeneca made up 0.02% of Advisor OS's portfolio in Q2 2026, its #438 holding.
  • Advisor OS first reported a position in AstraZeneca in Q3 2022 and has held it in 13 quarters since.
  • Advisor OS's AstraZeneca position peaked at $438K in Q2 2024.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.