Aviso Financial’s AstraZeneca AZN Stock Holding History

Aviso 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	$4.73M	Buy	24,969 +1,183	+5%	+$223K	0.16%	68
2026 Q1	$4.69M	Buy	23,786 +589	+3%	+$114K	0.17%	69
2025 Q4	$4.26M	Buy	23,197 +990	+4%	+$174K	0.16%	68
2025 Q3	$3.41M	Buy	22,207 +1,093	+5%	+$165K	0.14%	83
2025 Q2	$2.95M	Buy	21,114 +1,124	+6%	+$158K	0.13%	83
2025 Q1	$2.94M	Buy	19,990 +981	+5%	+$142K	0.14%	81
2024 Q4	$2.49M	Buy	19,009 +131	+0.7%	+$18.3K	0.13%	85
2024 Q3	$2.94M	Buy	18,878 +1,412	+8%	+$228K	0.15%	79
2024 Q2	$2.72M	Buy	+17,466	New	+$2.63M	0.15%	74

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

Aviso Financial's AZN Position: Q2 2026 in Review

Aviso Financial increased its AstraZeneca (AZN) stake by 5% in Q2 2026, buying an estimated $223K and bringing the position to 24,969 shares worth $4.73M. The position accounts for 0.16% of the portfolio, ranked #68.

Aviso Financial first reported a position in AZN in Q2 2024 and has held it in 9 quarters since. 1,504 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Aviso Financial held 24,969 shares of AstraZeneca worth $4.73M as of Q2 2026.
Aviso Financial bought 1,183 AstraZeneca shares in Q2 2026, an estimated $223K.
AstraZeneca made up 0.16% of Aviso Financial's portfolio in Q2 2026, its #68 holding.
Aviso Financial first reported a position in AstraZeneca in Q2 2024 and has held it in 9 quarters since.
1,504 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

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