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Forvis Mazars Wealth Advisors’s AstraZeneca AZN Stock Holding History

Forvis Mazars 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 		$418K Sell
2,202
-104
-5% -$19.6K 0.01% 334
2026
Q1 		$455K Buy
+2,306
New +$445K 0.01% 295
2025
Q4 		– Sell
-1,442
Closed -$221K – 407
2025
Q3 		$221K Buy
+1,442
New +$218K ﹤0.01% 388
2025
Q2 		– Sell
-1,431
Closed -$210K – 398
2025
Q1 		$210K Buy
+1,431
New +$207K 0.01% 379
2024
Q4 		– Sell
-1,528
Closed -$238K – 420
2024
Q3 		$238K Sell
1,528
-58
-4% -$9.36K 0.01% 408
2024
Q2 		$247K Hold
1,586
– – 0.01% 377
2024
Q1 		$215K Buy
1,586
+71
+5% +$9.4K 0.01% 378
2023
Q4 		$204K Sell
1,515
-86
-5% -$11.2K 0.01% 375
2023
Q3 		$217K Sell
1,601
-266
-14% -$36.3K 0.01% 367
2023
Q2 		$267K Buy
1,867
+326
+21% +$48K 0.01% 370
2023
Q1 		$214K Buy
1,541
+16
+1% +$2.15K 0.01% 383
2022
Q4 		$207K Buy
+1,525
New +$191K 0.01% 375
2022
Q3 		– Sell
-2,000
Closed -$264K – 385
2022
Q2 		$264K Buy
2,000
+153
+8% +$20.1K 0.01% 338
2022
Q1 		$245K Sell
1,847
-1,077
-37% -$129K 0.01% 269
2021
Q4 		$341K Sell
2,924
-1,589
-35% -$187K 0.01% 213
2021
Q3 		$542K Buy
+4,513
New +$525K 0.02% 174

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Forvis Mazars Wealth Advisors's AZN Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its AstraZeneca (AZN) stake by 4.5% in Q2 2026, selling an estimated $19.6K and leaving 2,202 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #334.

Forvis Mazars Wealth Advisors first reported a position in AZN in Q3 2021 and has held it in 16 quarters since. The position peaked at $542K in Q3 2021. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 2,202 shares of AstraZeneca worth $418K as of Q2 2026.
  • Forvis Mazars Wealth Advisors sold 104 AstraZeneca shares in Q2 2026, an estimated $19.6K.
  • AstraZeneca made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #334 holding.
  • Forvis Mazars Wealth Advisors first reported a position in AstraZeneca in Q3 2021 and has held it in 16 quarters since.
  • Forvis Mazars Wealth Advisors's AstraZeneca position peaked at $542K in Q3 2021.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.