Baker Avenue Asset Management’s AstraZeneca AZN Stock Holding History

Baker Avenue Asset Management’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	$407K	Buy	+2,147	New	+$404K	0.01%	575
2024 Q4	–	Sell	-1,301	Closed	-$203K	–	424
2024 Q3	$203K	Buy	+1,301	New	+$210K	0.01%	407
2023 Q4	–	Sell	-257	Closed	-$34.8K	–	471
2023 Q3	$34.8K	Sell	257 -159	-38%	-$21.7K	﹤0.01%	569
2023 Q2	$59.5K	Sell	416 -214	-34%	-$31.5K	﹤0.01%	500
2023 Q1	$87.5K	Buy	630 +3	+0.5%	+$404	﹤0.01%	449
2022 Q4	$85K	Buy	+627	New	+$78.6K	0.01%	427

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

Baker Avenue Asset Management's AZN Position: Q2 2026 in Review

Baker Avenue Asset Management opened a new position in AstraZeneca (AZN) in Q2 2026: 2,147 shares worth $407K. The stake represents 0.01% of the portfolio and ranks #575 among its holdings. This is a return to the name: Baker Avenue Asset Management previously reported a position in AZN as recently as Q3 2024.

Baker Avenue Asset Management first reported a position in AZN in Q4 2022 and has held it in 6 quarters since. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Baker Avenue Asset Management held 2,147 shares of AstraZeneca worth $407K as of Q2 2026.
AstraZeneca was a new Baker Avenue Asset Management position in Q2 2026.
AstraZeneca made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #575 holding.
Baker Avenue Asset Management first reported a position in AstraZeneca in Q4 2022 and has held it in 6 quarters since.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.