Bogart Wealth LLC’s AstraZeneca AZN Stock Holding History

Bogart Wealth LLC’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	$108K	Buy	569 +8	+1%	+$1.5K	﹤0.01%	370
2026 Q1	$111K	Sell	561 -1	-0.2%	-$193	﹤0.01%	348
2025 Q4	$103K	Sell	562 -63	-10%	-$11K	﹤0.01%	336
2025 Q3	$95.8K	Hold	625	–	–	﹤0.01%	335
2025 Q2	$87.3K	Hold	625	–	–	﹤0.01%	340
2025 Q1	$91.8K	Sell	625 -296	-32%	-$42.8K	﹤0.01%	320
2024 Q4	$121K	Buy	921 +17	+2%	+$2.38K	0.01%	287
2024 Q3	$141K	Hold	904	–	–	0.01%	263
2024 Q2	$141K	Hold	904	–	–	0.01%	248
2024 Q1	$122K	Buy	904 +300	+50%	+$39.7K	0.01%	250
2023 Q4	$81.4K	Hold	604	–	–	﹤0.01%	293
2023 Q3	$81.8K	Hold	604	–	–	0.01%	271
2023 Q2	$86.5K	Hold	604	–	–	0.01%	254
2023 Q1	$83.8K	Buy	604 +87	+17%	+$11.7K	0.01%	247
2022 Q4	$70K	Buy	517 +17	+3%	+$2.13K	﹤0.01%	264
2022 Q3	$55K	Hold	500	–	–	﹤0.01%	283
2022 Q2	$66K	Buy	+500	New	+$65.6K	0.01%	252
2018 Q2	–	Sell	-14	Closed	-$1K	–	345
2018 Q1	$1K	Hold	14	–	–	﹤0.01%	316
2017 Q4	$1K	Hold	14	–	–	﹤0.01%	307
2017 Q3	$1K	Buy	+14	New	+$884	﹤0.01%	300

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

Bogart Wealth LLC's AZN Position: Q2 2026 in Review

Bogart Wealth LLC increased its AstraZeneca (AZN) stake by 1.4% in Q2 2026, buying an estimated $1.5K and bringing the position to 569 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Bogart Wealth LLC first reported a position in AZN in Q3 2017 and has held it in 20 quarters since. The position peaked at $141K in Q2 2024. 1,507 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Bogart Wealth LLC held 569 shares of AstraZeneca worth $108K as of Q2 2026.
Bogart Wealth LLC bought 8 AstraZeneca shares in Q2 2026, an estimated $1.5K.
AstraZeneca made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #370 holding.
Bogart Wealth LLC first reported a position in AstraZeneca in Q3 2017 and has held it in 20 quarters since.
Bogart Wealth LLC's AstraZeneca position peaked at $141K in Q2 2024.
1,507 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.