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Advisortrust Partners’s AstraZeneca AZN Stock Holding History

Advisortrust Partners’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 		$5.36M Buy
28,284
+26,906
+1,953% +$5.06M 1.83% 14
2026
Q1 		$272K Sell
1,378
-100
-7% -$19.3K 0.11% 143
2025
Q4 		$272K Buy
+1,478
New +$259K 0.12% 126

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

Advisortrust Partners's AZN Position: Q2 2026 in Review

Advisortrust Partners increased its AstraZeneca (AZN) stake by 1,953% in Q2 2026, buying an estimated $5.06M and bringing the position to 28,284 shares worth $5.36M. The position accounts for 1.83% of the portfolio, ranked #14.

Advisortrust Partners first reported a position in AZN in Q4 2025 and has held it in 3 quarters since. 1,494 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Advisortrust Partners held 28,284 shares of AstraZeneca worth $5.36M as of Q2 2026.
  • Advisortrust Partners bought 26,906 AstraZeneca shares in Q2 2026, an estimated $5.06M.
  • AstraZeneca made up 1.83% of Advisortrust Partners's portfolio in Q2 2026, its #14 holding.
  • Advisortrust Partners first reported a position in AstraZeneca in Q4 2025 and has held it in 3 quarters since.
  • 1,494 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.