Flagship Wealth Advisors’s AstraZeneca AZN Stock Holding History

Flagship Wealth 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	$201K	Sell	1,076 -987	-48%	-$186K	0.05%	151
2026 Q1	$144K	Buy	2,063 +1,020	+98%	+$197K	0.06%	125
2025 Q4	$192K	Hold	1,043	–	–	0.06%	128
2025 Q3	$160K	Buy	1,043 +11	+1%	+$1.67K	0.05%	134
2025 Q2	$144K	Buy	1,032 +219	+27%	+$30.7K	0.05%	135
2025 Q1	$119K	Hold	813	–	–	0.05%	139
2024 Q4	$106K	Buy	+813	New	+$114K	0.06%	131

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

Flagship Wealth Advisors's AZN Position: Q2 2026 in Review

Flagship Wealth Advisors reduced its AstraZeneca (AZN) stake by 48% in Q2 2026, selling an estimated $186K and leaving 1,076 shares worth $201K. The position accounts for 0.05% of the portfolio, ranked #151.

Flagship Wealth Advisors first reported a position in AZN in Q4 2024 and has held it in 7 quarters since. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Flagship Wealth Advisors held 1,076 shares of AstraZeneca worth $201K as of Q2 2026.
Flagship Wealth Advisors sold 987 AstraZeneca shares in Q2 2026, an estimated $186K.
AstraZeneca made up 0.05% of Flagship Wealth Advisors's portfolio in Q2 2026, its #151 holding.
Flagship Wealth Advisors first reported a position in AstraZeneca in Q4 2024 and has held it in 7 quarters since.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.