Frank Rimerman Advisors’s AstraZeneca AZN Stock Holding History

Frank Rimerman 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	$2.37M	Sell	12,475 -169	-1%	-$31.8K	0.13%	124
2026 Q1	$2.49M	Buy	12,644 +60	+0.5%	+$11.6K	0.16%	103
2025 Q4	$2.31M	Buy	12,584 +299	+2%	+$52.4K	0.15%	114
2025 Q3	$1.89M	Buy	12,285 +1,945	+19%	+$294K	0.12%	130
2025 Q2	$1.45M	Buy	10,340 +5,413	+110%	+$759K	0.1%	156
2025 Q1	$724K	Sell	4,927 -1,447	-23%	-$209K	0.06%	246
2024 Q4	$835K	Buy	6,374 +1,496	+31%	+$209K	0.06%	221
2024 Q3	$760K	Sell	4,878 -19	-0.4%	-$3.07K	0.05%	261
2024 Q2	$764K	Buy	4,897 +4,878	+25,674%	+$734K	0.05%	263
2024 Q1	$2.58K	Buy	19 +5	+36%	+$662	﹤0.01%	264
2023 Q4	$1.89K	Buy	+14	New	+$1.82K	﹤0.01%	269

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

Frank Rimerman Advisors's AZN Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its AstraZeneca (AZN) stake by 1.3% in Q2 2026, selling an estimated $31.8K and leaving 12,475 shares worth $2.37M. The position accounts for 0.13% of the portfolio, ranked #124.

Frank Rimerman Advisors first reported a position in AZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.49M in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Frank Rimerman Advisors held 12,475 shares of AstraZeneca worth $2.37M as of Q2 2026.
Frank Rimerman Advisors sold 169 AstraZeneca shares in Q2 2026, an estimated $31.8K.
AstraZeneca made up 0.13% of Frank Rimerman Advisors's portfolio in Q2 2026, its #124 holding.
Frank Rimerman Advisors first reported a position in AstraZeneca in Q4 2023 and has held it in 11 quarters since.
Frank Rimerman Advisors's AstraZeneca position peaked at $2.49M in Q1 2026.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

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