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Foster Victor Wealth Advisors’s AstraZeneca AZN Stock Holding History

Foster Victor 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 		$641K Buy
3,899
+708
+22% +$133K 0.03% 161
2026
Q1 		$650K Buy
3,191
+244
+8% +$47K 0.04% 150
2025
Q4 		$556K Buy
2,947
+522
+22% +$91.6K 0.03% 151
2025
Q3 		$414K Buy
2,425
+510
+27% +$77.2K 0.03% 161
2025
Q2 		$271K Sell
1,915
-41
-2% -$5.75K 0.02% 172
2025
Q1 		$259K Buy
1,956
+240
+14% +$34.7K 0.02% 170
2024
Q4 		$229K Sell
1,716
-164
-9% -$23K 0.02% 176
2024
Q3 		$291K Buy
1,880
+219
+13% +$35.4K 0.02% 162
2024
Q2 		$261K Sell
1,661
-465
-22% -$70K 0.02% 165
2024
Q1 		$295K Hold
2,126
– – 0.03% 141
2023
Q4 		$294K Buy
2,126
+102
+5% +$13.3K 0.03% 137
2023
Q3 		$273K Buy
2,024
+108
+6% +$14.8K 0.03% 126
2023
Q2 		$257K Buy
1,916
+99
+5% +$14.6K 0.03% 135
2023
Q1 		$255K Buy
1,817
+130
+8% +$17.5K 0.03% 137
2022
Q4 		$239K Buy
+1,687
New +$212K 0.03% 136
2022
Q2 		– Sell
-1,913
Closed -$264K – 140
2022
Q1 		$264K Buy
+1,913
New +$229K 0.04% 115

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

Foster Victor Wealth Advisors's AZN Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its AstraZeneca (AZN) stake by 22% in Q2 2026, buying an estimated $133K and bringing the position to 3,899 shares worth $641K. The position accounts for 0.03% of the portfolio, ranked #161.

Foster Victor Wealth Advisors first reported a position in AZN in Q1 2022 and has held it in 16 quarters since. The position peaked at $650K in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Foster Victor Wealth Advisors held 3,899 shares of AstraZeneca worth $641K as of Q2 2026.
  • Foster Victor Wealth Advisors bought 708 AstraZeneca shares in Q2 2026, an estimated $133K.
  • AstraZeneca made up 0.03% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #161 holding.
  • Foster Victor Wealth Advisors first reported a position in AstraZeneca in Q1 2022 and has held it in 16 quarters since.
  • Foster Victor Wealth Advisors's AstraZeneca position peaked at $650K in Q1 2026.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.