Concurrent Investment Advisors’s AstraZeneca AZN Stock Holding History

Concurrent 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	$5.51M	Buy	29,072 +5,719	+24%	+$1.08M	0.05%	408
2026 Q1	$4.61M	Sell	23,353 -1,767	-7%	-$341K	0.05%	374
2025 Q4	$4.62M	Buy	25,120 +5,871	+31%	+$1.03M	0.05%	351
2025 Q3	$2.95M	Buy	19,249 +1,028	+6%	+$156K	0.05%	357
2025 Q2	$2.55M	Buy	18,221 +2,164	+13%	+$303K	0.05%	369
2025 Q1	$2.36M	Buy	16,057 +7,594	+90%	+$1.1M	0.06%	336
2024 Q4	$1.11M	Buy	8,463 +2,120	+33%	+$297K	0.03%	462
2024 Q3	$988K	Buy	6,343 +1,799	+40%	+$290K	0.03%	465
2024 Q2	$709K	Buy	4,544 +2,795	+160%	+$421K	0.02%	510
2024 Q1	$237K	Buy	1,749 +262	+18%	+$34.7K	0.01%	745
2023 Q4	$200K	Buy	+1,487	New	+$193K	0.01%	774

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

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

Concurrent Investment Advisors increased its AstraZeneca (AZN) stake by 24% in Q2 2026, buying an estimated $1.08M and bringing the position to 29,072 shares worth $5.51M. The position accounts for 0.05% of the portfolio, ranked #408.

Concurrent Investment Advisors first reported a position in AZN in Q4 2023 and has held it in 11 quarters since. 1,507 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Concurrent Investment Advisors held 29,072 shares of AstraZeneca worth $5.51M as of Q2 2026.
Concurrent Investment Advisors bought 5,719 AstraZeneca shares in Q2 2026, an estimated $1.08M.
AstraZeneca made up 0.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #408 holding.
Concurrent Investment Advisors first reported a position in AstraZeneca in Q4 2023 and has held it in 11 quarters since.
1,507 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.