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Bell Investment Advisors’s AstraZeneca AZN Stock Holding History

Bell 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 		$30.3K Sell
160
-40
-20% -$7.52K ﹤0.01% 376
2026
Q1 		$39.4K Buy
200
+21
+12% +$4.05K 0.01% 294
2025
Q4 		$32.8K Buy
179
+92
+106% +$16.1K 0.01% 316
2025
Q3 		$13.3K Sell
87
-18
-17% -$2.72K ﹤0.01% 541
2025
Q2 		$14.7K Buy
105
+15
+17% +$2.1K ﹤0.01% 528
2025
Q1 		$13.2K Buy
90
+24
+36% +$3.47K ﹤0.01% 503
2024
Q4 		$8.65K Sell
66
-27
-29% -$3.78K ﹤0.01% 668
2024
Q3 		$14.5K Hold
93
– – ﹤0.01% 479
2024
Q2 		$14.5K Buy
93
+32
+52% +$4.82K ﹤0.01% 477
2024
Q1 		$8.2K Buy
61
+2
+3% +$265 ﹤0.01% 672
2023
Q4 		$7.95K Sell
59
-19
-24% -$2.47K ﹤0.01% 646
2023
Q3 		$10.5K Buy
78
+15
+24% +$2.05K ﹤0.01% 484
2023
Q2 		$8.95K Buy
63
+4
+7% +$589 ﹤0.01% 553
2023
Q1 		$8.12K Buy
59
+4
+7% +$538 ﹤0.01% 562
2022
Q4 		$7.46K Buy
55
+11
+25% +$1.38K ﹤0.01% 606
2022
Q3 		$5K Sell
44
-120
-73% -$15.2K ﹤0.01% 648
2022
Q2 		$22K Buy
+164
New +$21.5K 0.01% 243
2021
Q4 		$4K Sell
34
-18
-35% -$2.12K ﹤0.01% 831
2021
Q3 		$6K Buy
+52
New +$6.05K ﹤0.01% 608

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

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

Bell Investment Advisors reduced its AstraZeneca (AZN) stake by 20% in Q2 2026, selling an estimated $7.52K and leaving 160 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Bell Investment Advisors first reported a position in AZN in Q3 2021 and has held it in 19 quarters since. The position peaked at $39.4K in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Bell Investment Advisors held 160 shares of AstraZeneca worth $30.3K as of Q2 2026.
  • Bell Investment Advisors sold 40 AstraZeneca shares in Q2 2026, an estimated $7.52K.
  • AstraZeneca made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #376 holding.
  • Bell Investment Advisors first reported a position in AstraZeneca in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's AstraZeneca position peaked at $39.4K in Q1 2026.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.