AAS
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Avantax Advisory Services’s AstraZeneca AZN Stock Holding History

Avantax 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
2025
Q2 		$7.62M Buy
54,515
+2,480
+5% +$348K 0.04% 331
2025
Q1 		$7.65M Buy
52,035
+1,087
+2% +$157K 0.05% 307
2024
Q4 		$6.68M Sell
50,948
-2,741
-5% -$384K 0.04% 320
2024
Q3 		$8.37M Buy
53,689
+2,475
+5% +$400K 0.05% 271
2024
Q2 		$7.99M Buy
51,214
+35,611
+228% +$5.36M 0.06% 251
2024
Q1 		$2.11M Buy
15,603
+2,098
+16% +$278K 0.02% 530
2023
Q4 		$1.82M Sell
13,505
-92
-0.7% -$12K 0.02% 532
2023
Q3 		$1.84M Sell
13,597
-399
-3% -$54.5K 0.02% 483
2023
Q2 		$2M Sell
13,996
-1,507
-10% -$222K 0.02% 451
2023
Q1 		$2.15M Sell
15,503
-1,396
-8% -$188K 0.03% 420
2022
Q4 		$2.29M Buy
16,899
+1,469
+10% +$184K 0.03% 380
2022
Q3 		$1.69M Sell
15,430
-11
-0.1% -$1.4K 0.03% 409
2022
Q2 		$2.04M Buy
15,441
+846
+6% +$111K 0.03% 374
2022
Q1 		$1.94M Sell
14,595
-1,155
-7% -$139K 0.03% 382
2021
Q4 		$1.83M Buy
15,750
+142
+0.9% +$16.7K 0.03% 383
2021
Q3 		$1.87M Sell
15,608
-915
-6% -$107K 0.03% 351
2021
Q2 		$1.98M Sell
16,523
-1,376
-8% -$151K 0.04% 326
2021
Q1 		$1.78M Buy
17,899
+66
+0.4% +$6.63K 0.04% 309
2020
Q4 		$1.78M Sell
17,833
-12,412
-41% -$1.31M 0.04% 289
2020
Q3 		$3.31M Buy
30,245
+8,822
+41% +$981K 0.05% 264
2020
Q2 		$2.27M Buy
21,423
+72
+0.3% +$7.44K 0.07% 202
2020
Q1 		$1.91M Buy
21,351
+2,524
+13% +$238K 0.06% 200
2019
Q4 		$1.88M Buy
18,827
+2,153
+13% +$203K 0.04% 220
2019
Q3 		$1.49M Buy
16,674
+1,846
+12% +$160K 0.06% 159
2019
Q2 		$1.22M Buy
14,828
+2,877
+24% +$226K 0.05% 166
2019
Q1 		$966K Buy
11,951
+1,113
+10% +$87.7K 0.05% 181
2018
Q4 		$820K Buy
+10,838
New +$846K 0.14% 153

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's AZN Position: Q2 2025 in Review

Avantax Advisory Services increased its AstraZeneca (AZN) stake by 4.8% in Q2 2025, buying an estimated $348K and bringing the position to 54,515 shares worth $7.62M. The position accounts for 0.04% of the portfolio, ranked #331.

Avantax Advisory Services first reported a position in AZN in Q4 2018 and has held it in 27 quarters since. The position peaked at $8.37M in Q3 2024. 1,222 funds tracked by Wall St. Rank hold AZN as of Q2 2025.

  • Avantax Advisory Services held 54,515 shares of AstraZeneca worth $7.62M as of Q2 2025.
  • Avantax Advisory Services bought 2,480 AstraZeneca shares in Q2 2025, an estimated $348K.
  • AstraZeneca made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #331 holding.
  • Avantax Advisory Services first reported a position in AstraZeneca in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's AstraZeneca position peaked at $8.37M in Q3 2024.
  • 1,222 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.