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Barry Investment Advisors’s AstraZeneca AZN Stock Holding History

Barry Investment 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 		$375K Hold
1,980
– – 0.08% 67
2026
Q1 		$390K Sell
1,980
-1
-0.1% -$193 0.09% 66
2025
Q4 		$364K Hold
1,981
– – 0.08% 68
2025
Q3 		$304K Sell
1,981
-20
-1% -$3.03K 0.07% 84
2025
Q2 		$280K Sell
2,001
-15
-0.7% -$2.1K 0.07% 85
2025
Q1 		$296K Buy
2,016
+12
+0.6% +$1.74K 0.08% 87
2024
Q4 		$263K Hold
2,004
– – 0.08% 91
2024
Q3 		$312K Buy
2,004
+6
+0.3% +$969 0.1% 87
2024
Q2 		$312K Hold
1,998
– – 0.1% 87
2024
Q1 		$271K Buy
1,998
+12
+0.6% +$1.59K 0.09% 99
2023
Q4 		$268K Sell
1,986
-2
-0.1% -$260 0.09% 89
2023
Q3 		$269K Sell
1,988
-181
-8% -$24.7K 0.1% 92
2023
Q2 		$310K Hold
2,169
– – 0.1% 92
2023
Q1 		$301K Buy
2,169
+14
+0.6% +$1.88K 0.1% 93
2022
Q4 		$292K Sell
2,155
-282
-12% -$35.4K 0.09% 92
2022
Q3 		$267K Buy
2,437
+8
+0.3% +$1.01K 0.09% 93
2022
Q2 		$321K Sell
2,429
-20
-0.8% -$2.62K 0.1% 96
2022
Q1 		$325K Buy
2,449
+15
+0.6% +$1.8K 0.09% 100
2021
Q4 		$284K Hold
2,434
– – 0.07% 103
2021
Q3 		$292K Buy
2,434
+8
+0.3% +$931 0.08% 90
2021
Q2 		$291K Hold
2,426
– – 0.08% 91
2021
Q1 		$241K Buy
+2,426
New +$244K 0.07% 99

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barry Investment Advisors's AZN Position: Q2 2026 in Review

Barry Investment Advisors held its AstraZeneca (AZN) position steady in Q2 2026 at 1,980 shares worth $375K. The position accounts for 0.08% of the portfolio, ranked #67.

Barry Investment Advisors first reported a position in AZN in Q1 2021 and has held it in 22 quarters since. The position peaked at $390K in Q1 2026. 1,498 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Barry Investment Advisors held 1,980 shares of AstraZeneca worth $375K as of Q2 2026.
  • Barry Investment Advisors left its AstraZeneca share count unchanged in Q2 2026.
  • AstraZeneca made up 0.08% of Barry Investment Advisors's portfolio in Q2 2026, its #67 holding.
  • Barry Investment Advisors first reported a position in AstraZeneca in Q1 2021 and has held it in 22 quarters since.
  • Barry Investment Advisors's AstraZeneca position peaked at $390K in Q1 2026.
  • 1,498 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.