Financial Gravity Companies’s AstraZeneca AZN Stock Holding History

Financial Gravity Companies’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	$3.17M	Buy	+16,731	New	+$3.15M	0.51%	45
2025 Q2	$2.07M	Buy	+14,778	New	+$2.07M	0.41%	64
2024 Q4	$1.61M	Buy	+12,255	New	+$1.72M	0.37%	67
2018 Q4	$2K	Buy	+21	New	+$1.64K	﹤0.01%	890
2018 Q1	$3K	Sell	37 -25	-40%	-$1.73K	﹤0.01%	828
2017 Q4	$4K	Buy	+62	New	+$4.18K	﹤0.01%	746

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

Financial Gravity Companies's AZN Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in AstraZeneca (AZN) in Q2 2026: 16,731 shares worth $3.17M. The stake represents 0.51% of the portfolio and ranks #45 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in AZN as recently as Q2 2025.

Financial Gravity Companies first reported a position in AZN in Q4 2017 and has held it in 6 quarters since. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Financial Gravity Companies held 16,731 shares of AstraZeneca worth $3.17M as of Q2 2026.
AstraZeneca was a new Financial Gravity Companies position in Q2 2026.
AstraZeneca made up 0.51% of Financial Gravity Companies's portfolio in Q2 2026, its #45 holding.
Financial Gravity Companies first reported a position in AstraZeneca in Q4 2017 and has held it in 6 quarters since.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.