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GLOBALT Investments’s AstraZeneca AZN Stock Holding History

GLOBALT Investments’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 		$5.53M Sell
29,158
-630
-2% -$118K 0.19% 70
2026
Q1 		$5.87M Sell
29,788
-1,418
-5% -$273K 0.21% 63
2025
Q4 		$5.74M Sell
31,206
-830
-3% -$146K 0.21% 63
2025
Q3 		$4.92M Sell
32,036
-424
-1% -$64.2K 0.18% 81
2025
Q2 		$4.54M Sell
32,460
-1,873
-5% -$263K 0.17% 80
2025
Q1 		$5.05M Buy
34,333
+331
+1% +$47.9K 0.21% 70
2024
Q4 		$4.46M Sell
34,002
-741
-2% -$104K 0.17% 81
2024
Q3 		$5.41M Sell
34,743
-1,373
-4% -$222K 0.2% 68
2024
Q2 		$5.63M Sell
36,116
-518
-1% -$77.9K 0.23% 63
2024
Q1 		$4.96M Sell
36,634
-3,190
-8% -$422K 0.2% 70
2023
Q4 		$5.36M Buy
+39,824
New +$5.18M 0.22% 64

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

GLOBALT Investments's AZN Position: Q2 2026 in Review

GLOBALT Investments reduced its AstraZeneca (AZN) stake by 2.1% in Q2 2026, selling an estimated $118K and leaving 29,158 shares worth $5.53M. The position accounts for 0.19% of the portfolio, ranked #70.

GLOBALT Investments first reported a position in AZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.87M in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • GLOBALT Investments held 29,158 shares of AstraZeneca worth $5.53M as of Q2 2026.
  • GLOBALT Investments sold 630 AstraZeneca shares in Q2 2026, an estimated $118K.
  • AstraZeneca made up 0.19% of GLOBALT Investments's portfolio in Q2 2026, its #70 holding.
  • GLOBALT Investments first reported a position in AstraZeneca in Q4 2023 and has held it in 11 quarters since.
  • GLOBALT Investments's AstraZeneca position peaked at $5.87M in Q1 2026.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.