AWA
AZN icon

Arkadios Wealth Advisors’s AstraZeneca AZN Stock Holding History

Arkadios Wealth Advisors’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 		$3.73M Sell
19,651
-1,882
-9% -$354K 0.06% 335
2026
Q1 		$4.25M Buy
21,533
+191
+0.9% +$36.8K 0.07% 295
2025
Q4 		$3.92M Buy
21,342
+12,239
+134% +$2.15M 0.08% 270
2025
Q3 		$1.4M Buy
9,103
+3,505
+63% +$530K 0.03% 519
2025
Q2 		$782K Buy
5,598
+942
+20% +$132K 0.02% 672
2025
Q1 		$684K Buy
4,656
+168
+4% +$24.3K 0.03% 592
2024
Q4 		$588K Sell
4,488
-1,893
-30% -$265K 0.03% 483
2024
Q3 		$994K Buy
6,381
+4,060
+175% +$655K 0.06% 324
2024
Q2 		$362K Buy
2,321
+234
+11% +$35.2K 0.02% 572
2024
Q1 		$283K Buy
2,087
+25
+1% +$3.31K 0.02% 553
2023
Q4 		$278K Buy
2,062
+408
+25% +$53K 0.02% 552
2023
Q3 		$224K Buy
1,654
+248
+18% +$33.9K 0.02% 586
2023
Q2 		$201K Buy
+1,406
New +$207K 0.02% 576
2021
Q4 		– Sell
-2,546
Closed -$305K – 672
2021
Q3 		$305K Buy
2,546
+2,236
+721% +$260K 0.04% 402
2021
Q2 		$37K Buy
310
+26
+9% +$2.85K ﹤0.01% 1029
2021
Q1 		$28K Buy
284
+1
+0.4% +$101 ﹤0.01% 863
2020
Q4 		$28K Buy
+283
New +$30K 0.01% 668
2020
Q2 		– Sell
-271
Closed -$24.2K – 960
2020
Q1 		$24.2K Sell
271
-6
-2% -$565 0.02% 448
2019
Q4 		$27.3K Buy
+277
New +$26.1K 0.02% 401

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

Arkadios Wealth Advisors's AZN Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its AstraZeneca (AZN) stake by 8.7% in Q2 2026, selling an estimated $354K and leaving 19,651 shares worth $3.73M. The position accounts for 0.06% of the portfolio, ranked #335.

Arkadios Wealth Advisors first reported a position in AZN in Q4 2019 and has held it in 19 quarters since. The position peaked at $4.25M in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Arkadios Wealth Advisors held 19,651 shares of AstraZeneca worth $3.73M as of Q2 2026.
  • Arkadios Wealth Advisors sold 1,882 AstraZeneca shares in Q2 2026, an estimated $354K.
  • AstraZeneca made up 0.06% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #335 holding.
  • Arkadios Wealth Advisors first reported a position in AstraZeneca in Q4 2019 and has held it in 19 quarters since.
  • Arkadios Wealth Advisors's AstraZeneca position peaked at $4.25M in Q1 2026.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.