Crewe Advisors’s AstraZeneca AZN Stock Holding History

Crewe 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	$183K	Buy	967 +30	+3%	+$5.64K	0.01%	242
2026 Q1	$185K	Sell	937 -7	-0.7%	-$1.35K	0.02%	219
2025 Q4	$173K	Buy	944 +7	+0.7%	+$1.23K	0.02%	219
2025 Q3	$144K	Buy	+937	New	+$142K	0.01%	245
2024 Q3	–	Sell	-1,085	Closed	-$169K	–	741
2024 Q2	$169K	Buy	1,085 +106	+11%	+$16K	0.02%	192
2024 Q1	$133K	Buy	+979	New	+$130K	0.02%	231
2023 Q3	–	Sell	-960	Closed	-$137K	–	615
2023 Q2	$137K	Sell	960 -275	-22%	-$40.5K	0.02%	175
2023 Q1	$171K	Sell	1,235 -65	-5%	-$8.74K	0.03%	172
2022 Q4	$176K	Hold	1,300	–	–	0.03%	166
2022 Q3	$143K	Buy	1,300 +88	+7%	+$11.2K	0.03%	183
2022 Q2	$160K	Buy	1,212 +275	+29%	+$36.1K	0.04%	158
2022 Q1	$124K	Hold	937	–	–	0.02%	155
2021 Q4	$109K	Hold	937	–	–	0.02%	130
2021 Q3	$113K	Hold	937	–	–	0.03%	105
2021 Q2	$112K	Sell	937 -128	-12%	-$14K	0.03%	108
2021 Q1	$106K	Buy	1,065 +3	+0.3%	+$302	0.03%	101
2020 Q4	$106K	Buy	1,062 +1,016	+2,209%	+$108K	0.04%	96
2020 Q3	$5K	Buy	+46	New	+$5.12K	﹤0.01%	348

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

Crewe Advisors's AZN Position: Q2 2026 in Review

Crewe Advisors increased its AstraZeneca (AZN) stake by 3.2% in Q2 2026, buying an estimated $5.64K and bringing the position to 967 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #242.

Crewe Advisors first reported a position in AZN in Q3 2020 and has held it in 18 quarters since. The position peaked at $185K in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Crewe Advisors held 967 shares of AstraZeneca worth $183K as of Q2 2026.
Crewe Advisors bought 30 AstraZeneca shares in Q2 2026, an estimated $5.64K.
AstraZeneca made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #242 holding.
Crewe Advisors first reported a position in AstraZeneca in Q3 2020 and has held it in 18 quarters since.
Crewe Advisors's AstraZeneca position peaked at $185K in Q1 2026.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.