Everpar Advisors’s AstraZeneca AZN Stock Holding History

Everpar 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	$549K	Sell	2,894 -70	-2%	-$13.2K	0.16%	137
2026 Q1	$585K	Sell	2,964 -58	-2%	-$11.2K	0.2%	112
2025 Q4	$556K	Sell	3,022 -500	-14%	-$87.7K	0.21%	102
2025 Q3	$540K	Sell	3,522 -79	-2%	-$12K	0.21%	110
2025 Q2	$503K	Sell	3,601 -66	-2%	-$9.25K	0.23%	115
2025 Q1	$539K	Sell	3,667 -95	-3%	-$13.7K	0.29%	85
2024 Q4	$493K	Buy	3,762 +34	+0.9%	+$4.76K	0.25%	109
2024 Q3	$581K	Sell	3,728 -68	-2%	-$11K	0.3%	89
2024 Q2	$592K	Sell	3,796 -13	-0.3%	-$1.96K	0.3%	98
2024 Q1	$516K	Sell	3,809 -1,700	-31%	-$225K	0.31%	101
2023 Q4	$742K	Buy	+5,509	New	+$716K	0.35%	105

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

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 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

MIM

Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Everpar Advisors's AZN Position: Q2 2026 in Review

Everpar Advisors reduced its AstraZeneca (AZN) stake by 2.4% in Q2 2026, selling an estimated $13.2K and leaving 2,894 shares worth $549K. The position accounts for 0.16% of the portfolio, ranked #137.

Everpar Advisors first reported a position in AZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $742K in Q4 2023. 233 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Everpar Advisors held 2,894 shares of AstraZeneca worth $549K as of Q2 2026.
Everpar Advisors sold 70 AstraZeneca shares in Q2 2026, an estimated $13.2K.
AstraZeneca made up 0.16% of Everpar Advisors's portfolio in Q2 2026, its #137 holding.
Everpar Advisors first reported a position in AstraZeneca in Q4 2023 and has held it in 11 quarters since.
Everpar Advisors's AstraZeneca position peaked at $742K in Q4 2023.
233 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.