Financial Perspectives’s AstraZeneca AZN Stock Holding History

Financial Perspectives’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	$177K	Hold	932	–	–	0.04%	183
2026 Q1	$184K	Hold	932	–	–	0.05%	171
2025 Q4	$171K	Hold	932	–	–	0.05%	171
2025 Q3	$143K	Hold	932	–	–	0.04%	197
2025 Q2	$130K	Hold	932	–	–	0.04%	197
2025 Q1	$137K	Hold	932	–	–	0.05%	177
2024 Q4	$122K	Buy	932 +39	+4%	+$5.46K	0.04%	196
2024 Q3	$139K	Hold	893	–	–	0.05%	174
2024 Q2	$139K	Hold	893	–	–	0.05%	169
2024 Q1	$121K	Buy	893 +1	+0.1%	+$132	0.05%	182
2023 Q4	$120K	Buy	892 +170	+24%	+$22.1K	0.05%	180
2023 Q3	$97.8K	Buy	722 +74	+11%	+$10.1K	0.04%	188
2023 Q2	$92.8K	Hold	648	–	–	0.04%	203
2023 Q1	$90K	Buy	648 +25	+4%	+$3.36K	0.04%	195
2022 Q4	$84.5K	Hold	623	–	–	0.04%	194
2022 Q3	$68.3K	Hold	623	–	–	0.04%	208
2022 Q2	$82.3K	Hold	623	–	–	0.05%	188
2022 Q1	$82.6K	Hold	623	–	–	0.04%	207
2021 Q4	$72.6K	Buy	623 +613	+6,130%	+$72.1K	0.03%	205
2021 Q3	$1.17K	Sell	10 -3,075	-100%	-$358K	﹤0.01%	613
2021 Q2	$370K	Sell	3,085 -150,285	-98%	-$16.5M	0.18%	85
2021 Q1	$6.17M	Buy	153,370 +150,285	+4,871%	+$15.1M	0.31%	60
2020 Q4	$308K	Buy	3,085 +10	+0.3%	+$1.06K	0.18%	84
2020 Q3	$337K	Hold	3,075	–	–	0.22%	63
2020 Q2	$325K	Hold	3,075	–	–	0.23%	63
2020 Q1	$275K	Hold	3,075	–	–	0.22%	59
2019 Q4	$307K	Buy	+3,075	New	+$289K	0.21%	61

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 Perspectives's AZN Position: Q2 2026 in Review

Financial Perspectives held its AstraZeneca (AZN) position steady in Q2 2026 at 932 shares worth $177K. The position accounts for 0.04% of the portfolio, ranked #183.

Financial Perspectives first reported a position in AZN in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.17M in Q1 2021. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Financial Perspectives held 932 shares of AstraZeneca worth $177K as of Q2 2026.
Financial Perspectives left its AstraZeneca share count unchanged in Q2 2026.
AstraZeneca made up 0.04% of Financial Perspectives's portfolio in Q2 2026, its #183 holding.
Financial Perspectives first reported a position in AstraZeneca in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's AstraZeneca position peaked at $6.17M in Q1 2021.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.