Advocate Group
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Advocate Group’s AstraZeneca AZN Stock Holding History

Advocate 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
Q3 		$907K Buy
5,616
+24
+0.4% +$4K 0.14% 85
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

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Advocate Group's AZN Position: Q3 2026 in Review

Advocate Group increased its AstraZeneca (AZN) stake by 0.43% in Q3 2026, buying an estimated $4K and bringing the position to 5,616 shares worth $907K. The position accounts for 0.14% of the portfolio, ranked #85.

Advocate Group first reported a position in AZN in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.17M in Q1 2026. 618 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • Advocate Group held 5,616 shares of AstraZeneca worth $907K as of Q3 2026.
  • Advocate Group bought 24 AstraZeneca shares in Q3 2026, an estimated $4K.
  • AstraZeneca made up 0.14% of Advocate Group's portfolio in Q3 2026, its #85 holding.
  • Advocate Group first reported a position in AstraZeneca in Q2 2022 and has held it in 18 quarters since.
  • Advocate Group's AstraZeneca position peaked at $1.17M in Q1 2026.
  • 618 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.