Advisors Asset Management’s AstraZeneca AZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$10.5M Buy
53,077
+13,212
+33% +$2.55M 0.17% 140
2025
Q4
$7.33M Buy
39,865
+14,682
+58% +$2.57M 0.12% 206
2025
Q3
$3.86M Buy
25,183
+4,227
+20% +$640K 0.07% 398
2025
Q2
$2.93M Sell
20,956
-421
-2% -$59K 0.05% 470
2025
Q1
$3.14M Sell
21,377
-181
-0.8% -$26.2K 0.06% 441
2024
Q4
$2.82M Sell
21,558
-5,906
-22% -$827K 0.05% 475
2024
Q3
$4.28M Sell
27,464
-537
-2% -$86.7K 0.08% 324
2024
Q2
$4.37M Sell
28,001
-2,227
-7% -$335K 0.09% 304
2024
Q1
$4.1M Buy
30,228
+1,916
+7% +$254K 0.08% 318
2023
Q4
$3.81M Buy
28,312
+962
+4% +$125K 0.08% 322
2023
Q3
$3.7M Buy
27,350
+1,871
+7% +$256K 0.08% 326
2023
Q2
$3.65M Sell
25,479
-2,506
-9% -$369K 0.07% 328
2023
Q1
$3.88M Buy
27,985
+1,533
+6% +$206K 0.08% 317
2022
Q4
$3.59M Buy
26,452
+1,947
+8% +$244K 0.07% 330
2022
Q3
$2.69M Buy
24,505
+351
+1% +$44.5K 0.06% 405
2022
Q2
$3.19M Sell
24,154
-8,406
-26% -$1.1M 0.06% 355
2022
Q1
$4.32M Sell
32,560
-5,130
-14% -$615K 0.07% 315
2021
Q4
$4.39M Sell
37,690
-2,183
-5% -$257K 0.06% 339
2021
Q3
$4.79M Buy
39,873
+7,494
+23% +$872K 0.07% 275
2021
Q2
$3.88M Buy
32,379
+1,714
+6% +$188K 0.06% 343
2021
Q1
$3.05M Sell
30,665
-4,078
-12% -$410K 0.05% 428
2020
Q4
$3.47M Sell
34,743
-902
-3% -$95.5K 0.06% 343
2020
Q3
$3.91M Buy
35,645
+2,659
+8% +$296K 0.07% 261
2020
Q2
$3.49M Sell
32,986
-3,502
-10% -$362K 0.07% 290
2020
Q1
$3.26M Sell
36,488
-3,437
-9% -$324K 0.08% 258
2019
Q4
$3.98M Sell
39,925
-897
-2% -$84.4K 0.07% 311
2019
Q3
$3.64M Sell
40,822
-314
-0.8% -$27.2K 0.07% 327
2019
Q2
$3.4M Buy
41,136
+1,020
+3% +$80K 0.06% 369
2019
Q1
$3.24M Buy
40,116
+5,647
+16% +$445K 0.06% 380
2018
Q4
$2.62M Sell
34,469
-3,737
-10% -$292K 0.05% 416
2018
Q3
$3.02M Sell
38,206
-3,872
-9% -$293K 0.05% 429
2018
Q2
$2.96M Sell
42,078
-2,533
-6% -$182K 0.05% 459
2018
Q1
$2.96M Sell
44,611
-1,841
-4% -$128K 0.05% 478
2017
Q4
$3.22M Sell
46,452
-2,312
-5% -$156K 0.05% 459
2017
Q3
$3.3M Sell
48,764
-2,553
-5% -$161K 0.06% 453
2017
Q2
$3.5M Sell
51,317
-3,939
-7% -$257K 0.06% 434
2017
Q1
$3.44M Sell
55,256
-7,238
-12% -$421K 0.06% 450
2016
Q4
$3.42M Sell
62,494
-3,946
-6% -$224K 0.06% 459
2016
Q3
$4.37M Sell
66,440
-4,223
-6% -$276K 0.07% 392
2016
Q2
$4.27M Sell
70,663
-6,628
-9% -$385K 0.07% 404
2016
Q1
$4.35M Sell
77,291
-7,604
-9% -$457K 0.07% 382
2015
Q4
$5.76M Sell
84,895
-11,528
-12% -$756K 0.09% 314
2015
Q3
$6.14M Sell
96,423
-14,377
-13% -$946K 0.1% 292
2015
Q2
$7.06M Sell
110,800
-1,175
-1% -$80.4K 0.1% 282
2015
Q1
$7.66M Sell
111,975
-41,539
-27% -$2.89M 0.1% 257
2014
Q4
$10.8M Sell
153,514
-51,684
-25% -$3.7M 0.14% 184
2014
Q3
$14.7M Sell
205,198
-51,643
-20% -$3.78M 0.2% 143
2014
Q2
$19.1M Sell
256,841
-31,787
-11% -$2.3M 0.26% 97
2014
Q1
$18.7M Sell
288,628
-13,260
-4% -$856K 0.28% 93
2013
Q4
$17.9M Buy
301,888
+41,636
+16% +$2.26M 0.29% 95
2013
Q3
$13.5M Buy
260,252
+28,883
+12% +$1.45M 0.24% 121
2013
Q2
$10.9M Buy
+231,369
New +$11.8M 0.21% 148

Other funds holding AZN

Advisors Asset Management's AZN Position: Q1 2026 in Review

Advisors Asset Management increased its AstraZeneca (AZN) stake by 33% in Q1 2026, buying an estimated $2.55M and bringing the position to 53,077 shares worth $10.5M. The position accounts for 0.17% of the portfolio, ranked #140.

Advisors Asset Management first reported a position in AZN in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.1M in Q2 2014. 1,379 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Advisors Asset Management held 53,077 shares of AstraZeneca worth $10.5M as of Q1 2026.
  • Advisors Asset Management bought 13,212 AstraZeneca shares in Q1 2026, an estimated $2.55M.
  • AstraZeneca made up 0.17% of Advisors Asset Management's portfolio in Q1 2026, its #140 holding.
  • Advisors Asset Management first reported a position in AstraZeneca in Q2 2013 and has held it in 52 quarters since.
  • Advisors Asset Management's AstraZeneca position peaked at $19.1M in Q2 2014.
  • 1,379 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.