Gladstone Institutional Advisory’s AstraZeneca AZN Stock Holding History

Gladstone Institutional Advisory’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	$319K	Buy	+1,683	New	+$317K	0.01%	721
2026 Q1	–	Sell	-1,172	Closed	-$215K	–	836
2025 Q4	$215K	Buy	+1,172	New	+$206K	0.01%	739
2025 Q2	–	Sell	-1,438	Closed	-$211K	–	756
2025 Q1	$211K	Buy	+1,438	New	+$208K	0.01%	681
2024 Q4	–	Sell	-1,447	Closed	-$225K	–	699
2024 Q3	$225K	Buy	1,447 +100	+7%	+$16.1K	0.01%	627
2024 Q2	$210K	Buy	+1,347	New	+$203K	0.01%	616
2022 Q2	–	Sell	-1,605	Closed	-$213K	–	653
2022 Q1	$213K	Sell	1,605 -377	-19%	-$45.2K	0.01%	654
2021 Q4	$231K	Buy	+1,982	New	+$233K	0.02%	530
2020 Q4	–	Sell	-3,281	Closed	-$360K	–	302
2020 Q3	$360K	Buy	+3,281	New	+$365K	0.09%	175

Other funds holding AZN

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Gladstone Institutional Advisory's AZN Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in AstraZeneca (AZN) in Q2 2026: 1,683 shares worth $319K. The stake represents 0.01% of the portfolio and ranks #721 among its holdings. This is a return to the name: Gladstone Institutional Advisory previously reported a position in AZN as recently as Q4 2025.

Gladstone Institutional Advisory first reported a position in AZN in Q3 2020 and has held it in 8 quarters since. The position peaked at $360K in Q3 2020. 494 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Gladstone Institutional Advisory held 1,683 shares of AstraZeneca worth $319K as of Q2 2026.
AstraZeneca was a new Gladstone Institutional Advisory position in Q2 2026.
AstraZeneca made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #721 holding.
Gladstone Institutional Advisory first reported a position in AstraZeneca in Q3 2020 and has held it in 8 quarters since.
Gladstone Institutional Advisory's AstraZeneca position peaked at $360K in Q3 2020.
494 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.