Advocate Group’s AstraZeneca AZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.06M Sell
5,592
-325
-5% -$61.1K 0.16% 84
2026
Q1
$1.17M Sell
5,917
-194
-3% -$37.4K 0.18% 82
2025
Q4
$1.12M Sell
6,111
-155
-2% -$27.2K 0.18% 81
2025
Q3
$961K Sell
6,266
-16
-0.3% -$2.42K 0.16% 80
2025
Q2
$878K Sell
6,282
-61
-1% -$8.55K 0.16% 82
2025
Q1
$932K Hold
6,343
0.17% 80
2024
Q4
$831K Sell
6,343
-3
-0% -$420 0.16% 79
2024
Q3
$989K Sell
6,346
-13
-0.2% -$2.1K 0.18% 80
2024
Q2
$992K Hold
6,359
0.2% 79
2024
Q1
$862K Sell
6,359
-121
-2% -$16K 0.17% 82
2023
Q4
$873K Sell
6,480
-503
-7% -$65.4K 0.19% 81
2023
Q3
$946K Sell
6,983
-240
-3% -$32.8K 0.22% 80
2023
Q2
$1.03M Sell
7,223
-244
-3% -$35.9K 0.23% 78
2023
Q1
$1.04M Sell
7,467
-555
-7% -$74.7K 0.23% 75
2022
Q4
$1.09M Sell
8,022
-600
-7% -$75.2K 0.23% 74
2022
Q3
$946K Sell
8,622
-130
-1% -$16.5K 0.23% 72
2022
Q2
$1.16M Buy
+8,752
New +$1.15M 0.27% 70

Other funds holding AZN

Advocate Group's AZN Position: Q2 2026 in Review

Advocate Group reduced its AstraZeneca (AZN) stake by 5.5% in Q2 2026, selling an estimated $61.1K and leaving 5,592 shares worth $1.06M. The position accounts for 0.16% of the portfolio, ranked #84.

Advocate Group first reported a position in AZN in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.17M in Q1 2026. 655 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Advocate Group held 5,592 shares of AstraZeneca worth $1.06M as of Q2 2026.
  • Advocate Group sold 325 AstraZeneca shares in Q2 2026, an estimated $61.1K.
  • AstraZeneca made up 0.16% of Advocate Group's portfolio in Q2 2026, its #84 holding.
  • Advocate Group first reported a position in AstraZeneca in Q2 2022 and has held it in 17 quarters since.
  • Advocate Group's AstraZeneca position peaked at $1.17M in Q1 2026.
  • 655 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.