Ameritas Advisory Services’s AstraZeneca AZN Stock Holding History

Ameritas Advisory Services’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	$1.15M	Buy	+6,076	New	+$1.14M	0.02%	517
2026 Q1	–	Sell	-6,576	Closed	-$1.21M	–	1083
2025 Q4	$1.21M	Buy	6,576 +5,361	+441%	+$940K	0.05%	328
2025 Q3	$186K	Sell	1,215 -2,532	-68%	-$383K	0.01%	636
2025 Q2	$524K	Sell	3,747 -1,151	-23%	-$161K	0.03%	498
2025 Q1	$703K	Buy	4,898 +154	+3%	+$22.3K	0.03%	485
2024 Q4	$622K	Buy	4,744 +975	+26%	+$137K	0.02%	530
2024 Q3	$587K	Sell	3,769 -3,017	-44%	-$487K	0.03%	514
2024 Q2	$1.06M	Buy	6,786 +836	+14%	+$126K	0.04%	397
2024 Q1	$860K	Buy	5,950 +4,137	+228%	+$548K	0.04%	414
2023 Q4	$226K	Sell	1,813 -3,413	-65%	-$444K	0.01%	637
2023 Q3	$691K	Buy	5,226 +1,855	+55%	+$253K	0.03%	427
2023 Q2	$437K	Sell	3,371 -2,049	-38%	-$301K	0.06%	322
2023 Q1	$779K	Buy	5,420 +63	+1%	+$8.48K	0.04%	369
2022 Q4	$726K	Sell	5,357 -58	-1%	-$7.27K	0.03%	430
2022 Q3	$594K	Buy	5,415 +21	+0.4%	+$2.66K	0.04%	395
2022 Q2	$713K	Sell	5,394 -522	-9%	-$68.5K	0.04%	360
2022 Q1	$785K	Buy	5,916 +309	+6%	+$37.1K	0.03%	384
2021 Q4	$653K	Buy	+5,607	New	+$660K	0.02%	433

Other funds holding AZN

Evelyn Partners London $46.9B AUM

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameritas Advisory Services's AZN Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in AstraZeneca (AZN) in Q2 2026: 6,076 shares worth $1.15M. The stake represents 0.02% of the portfolio and ranks #517 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in AZN as recently as Q4 2025.

Ameritas Advisory Services first reported a position in AZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.21M in Q4 2025. 1,498 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Ameritas Advisory Services held 6,076 shares of AstraZeneca worth $1.15M as of Q2 2026.
AstraZeneca was a new Ameritas Advisory Services position in Q2 2026.
AstraZeneca made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #517 holding.
Ameritas Advisory Services first reported a position in AstraZeneca in Q4 2021 and has held it in 18 quarters since.
Ameritas Advisory Services's AstraZeneca position peaked at $1.21M in Q4 2025.
1,498 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.