Atria Investments’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 | $13.3M | Buy |
69,989
+5,131
| +8% | +$965K | 0.13% | 164 |
|
|
2026
Q1 | $12.8M | Buy |
64,858
+2,085
| +3% | +$402K | 0.14% | 141 |
|
|
2025
Q4 | $11.5M | Buy |
62,773
+9,313
| +17% | +$1.63M | 0.13% | 163 |
|
|
2025
Q3 | $8.2M | Buy |
53,460
+327
| +0.6% | +$49.5K | 0.09% | 242 |
|
|
2025
Q2 | $7.43M | Sell |
53,133
-9,118
| -15% | -$1.28M | 0.09% | 265 |
|
|
2025
Q1 | $9.15M | Buy |
62,251
+10,407
| +20% | +$1.51M | 0.12% | 202 |
|
|
2024
Q4 | $6.79M | Sell |
51,844
-1,590
| -3% | -$223K | 0.08% | 269 |
|
|
2024
Q3 | $8.33M | Buy |
53,434
+4,715
| +10% | +$761K | 0.1% | 224 |
|
|
2024
Q2 | $7.6M | Buy |
48,719
+6,091
| +14% | +$917K | 0.1% | 234 |
|
|
2024
Q1 | $5.78M | Buy |
42,628
+315
| +0.7% | +$41.7K | 0.08% | 300 |
|
|
2023
Q4 | $5.7M | Buy |
42,313
+2,539
| +6% | +$330K | 0.09% | 265 |
|
|
2023
Q3 | $5.39M | Buy |
39,774
+4,022
| +11% | +$549K | 0.1% | 266 |
|
|
2023
Q2 | $5.12M | Sell |
35,752
-3,987
| -10% | -$587K | 0.09% | 260 |
|
|
2023
Q1 | $5.52M | Buy |
39,739
+2,266
| +6% | +$305K | 0.1% | 234 |
|
|
2022
Q4 | $5.08M | Sell |
37,473
-939
| -2% | -$118K | 0.1% | 253 |
|
|
2022
Q3 | $4.21M | Buy |
38,412
+7,453
| +24% | +$945K | 0.09% | 269 |
|
|
2022
Q2 | $4.09M | Sell |
30,959
-8,040
| -21% | -$1.05M | 0.09% | 286 |
|
|
2022
Q1 | $5.17M | Sell |
38,999
-605
| -2% | -$72.6K | 0.09% | 275 |
|
|
2021
Q4 | $4.61M | Buy |
39,604
+1,664
| +4% | +$196K | 0.08% | 303 |
|
|
2021
Q3 | $4.56M | Buy |
37,940
+10,603
| +39% | +$1.23M | 0.08% | 281 |
|
|
2021
Q2 | $3.27M | Buy |
27,337
+5,263
| +24% | +$577K | 0.06% | 350 |
|
|
2021
Q1 | $2.19M | Sell |
22,074
-1,397
| -6% | -$140K | 0.05% | 422 |
|
|
2020
Q4 | $2.35M | Buy |
23,471
+2,665
| +13% | +$282K | 0.06% | 377 |
|
|
2020
Q3 | $2.28M | Sell |
20,806
-667
| -3% | -$74.2K | 0.07% | 306 |
|
|
2020
Q2 | $2.27M | Buy |
21,473
+2,814
| +15% | +$291K | 0.08% | 278 |
|
|
2020
Q1 | $1.67M | Buy |
18,659
+4,434
| +31% | +$417K | 0.13% | 159 |
|
|
2019
Q4 | $1.42M | Buy |
+14,225
| New | +$1.34M | 0.04% | 417 |
|
|
2019
Q3 | – | Sell |
-6,929
| Closed | -$616K | – | 864 |
|
|
2019
Q2 | $616K | Sell |
6,929
-545
| -7% | -$42.7K | 0.02% | 523 |
|
|
2019
Q1 | $595K | Sell |
7,474
-646
| -8% | -$50.9K | 0.03% | 489 |
|
|
2018
Q4 | $617K | Sell |
8,120
-3,783
| -32% | -$295K | 0.03% | 433 |
|
|
2018
Q3 | $942K | Sell |
11,903
-4,139
| -26% | -$313K | 0.04% | 413 |
|
|
2018
Q2 | $1.13M | Sell |
16,042
-2,247
| -12% | -$162K | 0.05% | 348 |
|
|
2018
Q1 | $1.28M | Buy |
18,289
+1,541
| +9% | +$107K | 0.06% | 292 |
|
|
2017
Q4 | $1.16M | Buy |
16,748
+3,490
| +26% | +$235K | 0.06% | 302 |
|
|
2017
Q3 | $898K | Buy |
13,258
+910
| +7% | +$57.5K | 0.05% | 331 |
|
|
2017
Q2 | $842K | Buy |
12,348
+65
| +0.5% | +$4.25K | 0.05% | 324 |
|
|
2017
Q1 | $765K | Buy |
12,283
+1,260
| +11% | +$73.3K | 0.05% | 307 |
|
|
2016
Q4 | $602K | Buy |
11,023
+5,719
| +108% | +$325K | 0.05% | 307 |
|
|
2016
Q3 | $349K | Buy |
+5,304
| New | +$347K | 0.03% | 373 |
|
Other funds holding AZN
EP
IA
Atria Investments's AZN Position: Q2 2026 in Review
Atria Investments increased its AstraZeneca (AZN) stake by 7.9% in Q2 2026, buying an estimated $965K and bringing the position to 69,989 shares worth $13.3M. The position accounts for 0.13% of the portfolio, ranked #164.
Atria Investments first reported a position in AZN in Q3 2016 and has held it in 39 quarters since. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.
- Atria Investments held 69,989 shares of AstraZeneca worth $13.3M as of Q2 2026.
- Atria Investments bought 5,131 AstraZeneca shares in Q2 2026, an estimated $965K.
- AstraZeneca made up 0.13% of Atria Investments's portfolio in Q2 2026, its #164 holding.
- Atria Investments first reported a position in AstraZeneca in Q3 2016 and has held it in 39 quarters since.
- 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.
Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.