Dougherty Wealth Advisers’s AstraZeneca AZN Stock Holding History

Dougherty Wealth Advisers’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	$122K	Hold	645	–	–	0.07%	62
2026 Q1	$127K	Hold	645	–	–	0.08%	59
2025 Q4	$119K	Hold	645	–	–	0.07%	65
2025 Q3	$99K	Hold	645	–	–	0.06%	63
2025 Q2	$90.1K	Hold	645	–	–	0.06%	65
2025 Q1	$94.8K	Hold	645	–	–	0.07%	58
2024 Q4	$84.5K	Hold	645	–	–	0.07%	64
2024 Q3	$101K	Hold	645	–	–	0.08%	57
2024 Q2	$101K	Hold	645	–	–	0.09%	56
2024 Q1	$87.4K	Hold	645	–	–	0.08%	63
2023 Q4	$86.9K	Hold	645	–	–	0.08%	66
2023 Q3	$87.4K	Hold	645	–	–	0.1%	57
2023 Q2	$92.3K	Hold	645	–	–	0.13%	56
2023 Q1	$89.5K	Hold	645	–	–	0.14%	59
2022 Q4	$87.5K	Hold	645	–	–	0.14%	66
2022 Q3	$71K	Sell	645 -216	-25%	-$27.4K	0.14%	65
2022 Q2	$114K	Hold	861	–	–	0.21%	49
2022 Q1	$114K	Hold	861	–	–	0.17%	58
2021 Q4	$100K	Hold	861	–	–	0.14%	73
2021 Q3	$103K	Hold	861	–	–	0.15%	72
2021 Q2	$103K	Hold	861	–	–	0.15%	72
2021 Q1	$86K	Hold	861	–	–	0.13%	73
2020 Q4	$86K	Hold	861	–	–	0.14%	72
2020 Q3	$94K	Hold	861	–	–	0.32%	59
2020 Q2	$91K	Hold	861	–	–	0.33%	59
2020 Q1	$77K	Hold	861	–	–	0.31%	62
2019 Q4	$86K	Hold	861	–	–	0.26%	74
2019 Q3	$77K	Hold	861	–	–	0.25%	78
2019 Q2	$71K	Hold	861	–	–	0.2%	91
2019 Q1	$70K	Hold	861	–	–	0.24%	77
2018 Q4	$64K	Buy	+861	New	+$67.2K	0.21%	87

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

Dougherty Wealth Advisers's AZN Position: Q2 2026 in Review

Dougherty Wealth Advisers held its AstraZeneca (AZN) position steady in Q2 2026 at 645 shares worth $122K. The position accounts for 0.07% of the portfolio, ranked #62.

Dougherty Wealth Advisers first reported a position in AZN in Q4 2018 and has held it in 31 quarters since. The position peaked at $127K in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Dougherty Wealth Advisers held 645 shares of AstraZeneca worth $122K as of Q2 2026.
Dougherty Wealth Advisers left its AstraZeneca share count unchanged in Q2 2026.
AstraZeneca made up 0.07% of Dougherty Wealth Advisers's portfolio in Q2 2026, its #62 holding.
Dougherty Wealth Advisers first reported a position in AstraZeneca in Q4 2018 and has held it in 31 quarters since.
Dougherty Wealth Advisers's AstraZeneca position peaked at $127K in Q1 2026.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.