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Advisory Resource Group’s AstraZeneca AZN Stock Holding History

Advisory Resource Group’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 		$1.29M Buy
6,819
+1,638
+32% +$308K 0.19% 116
2026
Q1 		$1.02M Buy
+5,181
New +$999K 0.18% 113
2024
Q4 		– Sell
-6,072
Closed -$946K – 160
2024
Q3 		$946K Buy
+6,072
New +$980K 0.2% 106

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

Advisory Resource Group's AZN Position: Q2 2026 in Review

Advisory Resource Group increased its AstraZeneca (AZN) stake by 32% in Q2 2026, buying an estimated $308K and bringing the position to 6,819 shares worth $1.29M. The position accounts for 0.19% of the portfolio, ranked #116.

Advisory Resource Group first reported a position in AZN in Q3 2024 and has held it in 3 quarters since. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Advisory Resource Group held 6,819 shares of AstraZeneca worth $1.29M as of Q2 2026.
  • Advisory Resource Group bought 1,638 AstraZeneca shares in Q2 2026, an estimated $308K.
  • AstraZeneca made up 0.19% of Advisory Resource Group's portfolio in Q2 2026, its #116 holding.
  • Advisory Resource Group first reported a position in AstraZeneca in Q3 2024 and has held it in 3 quarters since.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.