Dynamic Advisor Solutions
AZN icon

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
Q3 		$1.49M Buy
9,210
+153
+2% +$25.5K 0.04% 372
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring Oslo $863M AUM 18.29% 1-Year Est. Return
Professional Advisory Services
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Dynamic Advisor Solutions's AZN Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its AstraZeneca (AZN) stake by 1.7% in Q3 2026, buying an estimated $25.5K and bringing the position to 9,210 shares worth $1.49M. The position accounts for 0.04% of the portfolio, ranked #372.

Dynamic Advisor Solutions first reported a position in AZN in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.81M in Q1 2026. 247 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • Dynamic Advisor Solutions held 9,210 shares of AstraZeneca worth $1.49M as of Q3 2026.
  • Dynamic Advisor Solutions bought 153 AstraZeneca shares in Q3 2026, an estimated $25.5K.
  • AstraZeneca made up 0.04% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #372 holding.
  • Dynamic Advisor Solutions first reported a position in AstraZeneca in Q4 2021 and has held it in 14 quarters since.
  • Dynamic Advisor Solutions's AstraZeneca position peaked at $1.81M in Q1 2026.
  • 247 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.