AF
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Allworth Financial’s AstraZeneca AZN Stock Holding History

Allworth Financial’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 		$1.53M Sell
8,091
-370
-4% -$69.6K 0.01% 592
2026
Q1 		$1.67M Buy
8,461
+485
+6% +$93.5K 0.01% 579
2025
Q4 		$1.47M Sell
7,976
-101
-1% -$17.7K 0.01% 586
2025
Q3 		$1.24M Buy
8,077
+152
+2% +$23K 0.01% 608
2025
Q2 		$1.11M Buy
7,925
+1,632
+26% +$229K 0.01% 609
2025
Q1 		$875K Sell
6,293
-91
-1% -$13.2K ﹤0.01% 552
2024
Q4 		$871K Buy
6,384
+730
+13% +$102K ﹤0.01% 569
2024
Q3 		$881K Buy
5,654
+319
+6% +$51.5K 0.01% 460
2024
Q2 		$840K Buy
5,335
+206
+4% +$31K 0.01% 458
2024
Q1 		$695K Buy
5,129
+2,041
+66% +$270K ﹤0.01% 476
2023
Q4 		$416K Buy
3,088
+21
+0.7% +$2.73K ﹤0.01% 562
2023
Q3 		$415K Buy
3,067
+748
+32% +$102K ﹤0.01% 529
2023
Q2 		$332K Sell
2,319
-9
-0.4% -$1.32K ﹤0.01% 581
2023
Q1 		$323K Buy
2,328
+74
+3% +$9.96K ﹤0.01% 554
2022
Q4 		$306K Buy
2,254
+106
+5% +$13.3K ﹤0.01% 554
2022
Q3 		$236K Buy
2,148
+340
+19% +$43.1K ﹤0.01% 558
2022
Q2 		$239K Buy
1,808
+347
+24% +$45.5K ﹤0.01% 527
2022
Q1 		$194K Buy
1,461
+4
+0.3% +$480 ﹤0.01% 559
2021
Q4 		$170K Hold
1,457
– – ﹤0.01% 561
2021
Q3 		$175K Buy
1,457
+1,043
+252% +$121K ﹤0.01% 509
2021
Q2 		$50K Buy
414
+13
+3% +$1.43K ﹤0.01% 613
2021
Q1 		$40K Buy
401
+6
+2% +$603 ﹤0.01% 616
2020
Q4 		$39K Buy
395
+4
+1% +$424 ﹤0.01% 519
2020
Q3 		$43K Buy
391
+91
+30% +$10.1K ﹤0.01% 444
2020
Q2 		$32K Buy
300
+250
+500% +$25.8K ﹤0.01% 490
2020
Q1 		$4K Sell
50
-22
-31% -$2.07K ﹤0.01% 906
2019
Q4 		$7K Buy
72
+22
+44% +$2.07K ﹤0.01% 702
2019
Q3 		$4K Hold
50
– – ﹤0.01% 702
2019
Q2 		$4K Hold
50
– – ﹤0.01% 697
2019
Q1 		$4K Hold
50
– – ﹤0.01% 703
2018
Q4 		$4K Sell
50
-20
-29% -$1.56K ﹤0.01% 632
2018
Q3 		$6K Buy
70
+20
+40% +$1.51K ﹤0.01% 621
2018
Q2 		$4K Hold
50
– – ﹤0.01% 662
2018
Q1 		$3K Hold
50
– – ﹤0.01% 644
2017
Q4 		$3K Hold
50
– – ﹤0.01% 620
2017
Q3 		$3K Hold
50
– – ﹤0.01% 621
2017
Q2 		$3K Sell
50
-25
-33% -$1.63K ﹤0.01% 624
2017
Q1 		$5K Sell
75
-126
-63% -$7.33K ﹤0.01% 522
2016
Q4 		$11K Buy
201
+151
+302% +$8.57K ﹤0.01% 383
2016
Q3 		$3K Hold
50
– – ﹤0.01% 553
2016
Q2 		$3K Hold
50
– – ﹤0.01% 504
2016
Q1 		$3K Hold
50
– – ﹤0.01% 493
2015
Q4 		$3K Hold
50
– – ﹤0.01% 494
2015
Q3 		$3K Hold
50
– – ﹤0.01% 485
2015
Q2 		$3K Hold
50
– – ﹤0.01% 481
2015
Q1 		$3K Buy
+50
New +$3.47K ﹤0.01% 487

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

Allworth Financial's AZN Position: Q2 2026 in Review

Allworth Financial reduced its AstraZeneca (AZN) stake by 4.4% in Q2 2026, selling an estimated $69.6K and leaving 8,091 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #592.

Allworth Financial first reported a position in AZN in Q1 2015 and has held it in 46 quarters since. The position peaked at $1.67M in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Allworth Financial held 8,091 shares of AstraZeneca worth $1.53M as of Q2 2026.
  • Allworth Financial sold 370 AstraZeneca shares in Q2 2026, an estimated $69.6K.
  • AstraZeneca made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #592 holding.
  • Allworth Financial first reported a position in AstraZeneca in Q1 2015 and has held it in 46 quarters since.
  • Allworth Financial's AstraZeneca position peaked at $1.67M in Q1 2026.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.