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B. Riley Wealth Advisors’s AstraZeneca AZN Stock Holding History

B. Riley 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 		$877K Buy
4,594
+464
+11% +$87.3K 0.05% 330
2026
Q1 		$801K Sell
4,130
-840
-17% -$162K 0.05% 333
2025
Q4 		$914K Sell
4,970
-132
-3% -$23.2K 0.04% 364
2025
Q3 		$783K Sell
5,102
-453
-8% -$68.6K 0.04% 396
2025
Q2 		$776K Buy
+5,555
New +$779K 0.04% 405
2024
Q4 		$744K Sell
5,682
-1,128
-17% -$158K 0.02% 546
2024
Q3 		$1.06M Sell
6,810
-2,354
-26% -$380K 0.03% 480
2024
Q2 		$1.43M Sell
9,164
-2,588
-22% -$389K 0.04% 430
2024
Q1 		$1.59M Buy
11,752
+3,112
+36% +$412K 0.04% 411
2023
Q4 		$1.16M Sell
8,640
-3,112
-26% -$405K 0.03% 481
2023
Q3 		$1.59M Sell
11,752
-9,347
-44% -$1.28M 0.04% 411
2023
Q2 		$3.02M Buy
21,099
+11,518
+120% +$1.69M 0.07% 275
2023
Q1 		$1.33M Buy
9,581
+2,259
+31% +$304K 0.04% 455
2022
Q4 		$993K Sell
7,322
-978
-12% -$123K 0.03% 535
2022
Q3 		$911K Sell
8,300
-1,111
-12% -$141K 0.03% 531
2022
Q2 		$1.25M Sell
9,411
-1,698
-15% -$223K 0.05% 344
2022
Q1 		$1.48M Buy
11,109
+3,229
+41% +$387K 0.05% 366
2021
Q4 		$919K Sell
7,880
-1,763
-18% -$207K 0.03% 557
2021
Q3 		$1.16M Buy
9,643
+4,059
+73% +$472K 0.04% 472
2021
Q2 		$669K Sell
5,584
-128
-2% -$14K 0.02% 653
2021
Q1 		$568K Buy
5,712
+2,605
+84% +$262K 0.02% 676
2020
Q4 		$311K Sell
3,107
-470
-13% -$49.8K 0.02% 735
2020
Q3 		$393K Buy
3,577
+13
+0.4% +$1.45K 0.02% 623
2020
Q2 		$377K Buy
3,564
+1,040
+41% +$107K 0.03% 544
2020
Q1 		$226K Sell
2,524
-52
-2% -$4.89K 0.02% 629
2019
Q4 		$257K Sell
2,576
-13
-0.5% -$1.22K 0.02% 663
2019
Q3 		$231K Buy
+2,589
New +$224K 0.02% 685
2019
Q2 		– Sell
-2,589
Closed -$210K – 794
2019
Q1 		$210K Sell
2,589
-304
-11% -$24K 0.03% 641
2018
Q4 		$220K Sell
2,893
-682
-19% -$53.3K 0.03% 553
2018
Q3 		$283K Sell
3,575
-242
-6% -$18.3K 0.03% 515
2018
Q2 		$268K Buy
3,817
+355
+10% +$25.5K 0.04% 512
2018
Q1 		$243K Sell
3,462
-3,053
-47% -$211K 0.03% 518
2017
Q4 		$453K Buy
6,515
+824
+14% +$55.6K 0.06% 338
2017
Q3 		$386K Buy
+5,691
New +$360K 0.06% 319
2016
Q4 		– Sell
-4,005
Closed -$264K – 542
2016
Q3 		$264K Buy
4,005
+330
+9% +$21.6K 0.05% 444
2016
Q2 		$223K Sell
3,675
-1,134
-24% -$65.9K 0.04% 505
2016
Q1 		$271K Buy
4,809
+1,501
+45% +$90.2K 0.06% 374
2015
Q4 		$226K Sell
3,308
-326
-9% -$21.4K 0.05% 453
2015
Q3 		$232K Sell
3,634
-1,316
-27% -$86.6K 0.06% 426
2015
Q2 		$317K Sell
4,950
-1,050
-18% -$71.9K 0.08% 314
2015
Q1 		$410K Sell
6,000
-238
-4% -$16.5K 0.1% 271
2014
Q4 		$439 Sell
6,238
-1,654
-21% -$118K 0.01% 982
2014
Q3 		$563K Sell
7,892
-346
-4% -$25.3K 0.15% 180
2014
Q2 		$280K Buy
8,238
+4,145
+101% +$300K 0.07% 338
2014
Q1 		$266K Buy
4,093
+614
+18% +$39.7K 0.08% 292
2013
Q4 		$207K Buy
3,479
+629
+22% +$34.2K 0.07% 333
2013
Q3 		$148K Buy
2,850
+13
+0.5% +$653 0.05% 429
2013
Q2 		$134K Buy
+2,837
New +$144K 0.05% 466

Other funds holding AZN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

B. Riley Wealth Advisors's AZN Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its AstraZeneca (AZN) stake by 11% in Q2 2026, buying an estimated $87.3K and bringing the position to 4,594 shares worth $877K. The position accounts for 0.05% of the portfolio, ranked #330.

B. Riley Wealth Advisors first reported a position in AZN in Q2 2013 and has held it in 48 quarters since. The position peaked at $3.02M in Q2 2023. 269 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • B. Riley Wealth Advisors held 4,594 shares of AstraZeneca worth $877K as of Q2 2026.
  • B. Riley Wealth Advisors bought 464 AstraZeneca shares in Q2 2026, an estimated $87.3K.
  • AstraZeneca made up 0.05% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #330 holding.
  • B. Riley Wealth Advisors first reported a position in AstraZeneca in Q2 2013 and has held it in 48 quarters since.
  • B. Riley Wealth Advisors's AstraZeneca position peaked at $3.02M in Q2 2023.
  • 269 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.