Dynamic Advisor Solutions’s AstraZeneca AZN Stock Holding History

Dynamic Advisor Solutions’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	$1.72M	Sell	9,057 -116	-1%	-$21.8K	0.05%	368
2026 Q1	$1.81M	Buy	9,173 +75	+0.8%	+$14.5K	0.06%	337
2025 Q4	$1.67M	Buy	9,098 +1,845	+25%	+$324K	0.05%	334
2025 Q3	$1.11M	Sell	7,253 -93	-1%	-$14.1K	0.03%	440
2025 Q2	$1.03M	Buy	7,346 +818	+13%	+$115K	0.03%	448
2025 Q1	$960K	Buy	6,528 +2,406	+58%	+$348K	0.03%	426
2024 Q4	$540K	Sell	4,122 -3,062	-43%	-$429K	0.02%	418
2024 Q3	$1.12M	Buy	7,184 +276	+4%	+$44.6K	0.03%	420
2024 Q2	$1.08M	Buy	6,908 +2,267	+49%	+$341K	0.03%	437
2024 Q1	$629K	Buy	4,641 +819	+21%	+$108K	0.02%	550
2023 Q4	$523K	Buy	3,822 +32	+0.8%	+$4.16K	0.02%	567
2023 Q3	$513K	Buy	+3,790	New	+$518K	0.02%	512
2022 Q1	–	Sell	-1,777	Closed	-$207K	–	726
2021 Q4	$207K	Buy	+1,777	New	+$209K	0.01%	677

Other funds holding AZN

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

SAM

Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Dynamic Advisor Solutions's AZN Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its AstraZeneca (AZN) stake by 1.3% in Q2 2026, selling an estimated $21.8K and leaving 9,057 shares worth $1.72M. The position accounts for 0.05% of the portfolio, ranked #368.

Dynamic Advisor Solutions first reported a position in AZN in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.81M in Q1 2026. 269 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Dynamic Advisor Solutions held 9,057 shares of AstraZeneca worth $1.72M as of Q2 2026.
Dynamic Advisor Solutions sold 116 AstraZeneca shares in Q2 2026, an estimated $21.8K.
AstraZeneca made up 0.05% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #368 holding.
Dynamic Advisor Solutions first reported a position in AstraZeneca in Q4 2021 and has held it in 13 quarters since.
Dynamic Advisor Solutions's AstraZeneca position peaked at $1.81M in Q1 2026.
269 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.