Fiduciary Group’s AstraZeneca AZN Stock Holding History

Fiduciary Group’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	$5.03M	Sell	26,549 -16	-0.1%	-$3.01K	0.39%	64
2026 Q1	$5.24M	Buy	26,565 +462	+2%	+$89.1K	0.45%	60
2025 Q4	$4.8M	Buy	26,103 +198	+0.8%	+$34.7K	0.4%	64
2025 Q3	$3.97M	Buy	25,905 +191	+0.7%	+$28.9K	0.35%	70
2025 Q2	$3.59M	Buy	25,714 +67	+0.3%	+$9.39K	0.34%	74
2025 Q1	$3.77M	Buy	25,647 +191	+0.8%	+$27.6K	0.38%	68
2024 Q4	$3.34M	Buy	25,456 +1,958	+8%	+$274K	0.33%	73
2024 Q3	$3.66M	Buy	23,498 +157	+0.7%	+$25.3K	0.37%	72
2024 Q2	$3.64M	Sell	23,341 -55	-0.2%	-$8.28K	0.39%	67
2024 Q1	$3.17M	Buy	23,396 +2,143	+10%	+$284K	0.35%	72
2023 Q4	$2.86M	Buy	21,253 +16,165	+318%	+$2.1M	0.34%	75
2023 Q3	$689K	Buy	5,088 +3,607	+244%	+$493K	0.09%	136
2023 Q2	$212K	Buy	+1,481	New	+$218K	0.03%	230

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

Fiduciary Group's AZN Position: Q2 2026 in Review

Fiduciary Group reduced its AstraZeneca (AZN) stake by 0.06% in Q2 2026, selling an estimated $3.01K and leaving 26,549 shares worth $5.03M. The position accounts for 0.39% of the portfolio, ranked #64.

Fiduciary Group first reported a position in AZN in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.24M in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Fiduciary Group held 26,549 shares of AstraZeneca worth $5.03M as of Q2 2026.
Fiduciary Group sold 16 AstraZeneca shares in Q2 2026, an estimated $3.01K.
AstraZeneca made up 0.39% of Fiduciary Group's portfolio in Q2 2026, its #64 holding.
Fiduciary Group first reported a position in AstraZeneca in Q2 2023 and has held it in 13 quarters since.
Fiduciary Group's AstraZeneca position peaked at $5.24M in Q1 2026.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.