Gradient Investments’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.5M | Buy |
108,133
+3,357
| +3% | +$631K | 0.28% | 108 |
|
|
2026
Q1 | $20.7M | Buy |
104,776
+12,553
| +14% | +$2.42M | 0.32% | 95 |
|
|
2025
Q4 | $17M | Buy |
92,223
+84,530
| +1,099% | +$14.8M | 0.27% | 115 |
|
|
2025
Q3 | $1.18M | Buy |
7,693
+3,121
| +68% | +$472K | 0.02% | 242 |
|
|
2025
Q2 | $639K | Buy |
4,572
+862
| +23% | +$121K | 0.01% | 272 |
|
|
2025
Q1 | $545K | Buy |
3,710
+74
| +2% | +$10.7K | 0.01% | 233 |
|
|
2024
Q4 | $476K | Buy |
3,636
+100
| +3% | +$14K | 0.01% | 228 |
|
|
2024
Q3 | $551K | Sell |
3,536
-35
| -1% | -$5.65K | 0.01% | 217 |
|
|
2024
Q2 | $557K | Buy |
3,571
+3
| +0.1% | +$451 | 0.01% | 219 |
|
|
2024
Q1 | $483K | Sell |
3,568
-100
| -3% | -$13.2K | 0.01% | 225 |
|
|
2023
Q4 | $494K | Buy |
3,668
+38
| +1% | +$4.94K | 0.01% | 256 |
|
|
2023
Q3 | $492K | Buy |
3,630
+85
| +2% | +$11.6K | 0.01% | 227 |
|
|
2023
Q2 | $507K | Sell |
3,545
-221
| -6% | -$32.5K | 0.01% | 225 |
|
|
2023
Q1 | $523K | Buy |
3,766
+12
| +0.3% | +$1.61K | 0.01% | 216 |
|
|
2022
Q4 | $509K | Sell |
3,754
-146
| -4% | -$18.3K | 0.02% | 218 |
|
|
2022
Q3 | $428K | Sell |
3,900
-505
| -11% | -$64.1K | 0.01% | 224 |
|
|
2022
Q2 | $582K | Sell |
4,405
-91
| -2% | -$11.9K | 0.02% | 199 |
|
|
2022
Q1 | $597K | Sell |
4,496
-307
| -6% | -$36.8K | 0.02% | 202 |
|
|
2021
Q4 | $560K | Sell |
4,803
-240
| -5% | -$28.2K | 0.01% | 201 |
|
|
2021
Q3 | $606K | Sell |
5,043
-202
| -4% | -$23.5K | 0.02% | 196 |
|
|
2021
Q2 | $628K | Sell |
5,245
-199
| -4% | -$21.8K | 0.02% | 190 |
|
|
2021
Q1 | $541K | Buy |
5,444
+23
| +0.4% | +$2.31K | 0.02% | 212 |
|
|
2020
Q4 | $594K | Sell |
5,421
-544
| -9% | -$57.6K | 0.03% | 180 |
|
|
2020
Q3 | $654K | Sell |
5,965
-596
| -9% | -$66.3K | 0.03% | 179 |
|
|
2020
Q2 | $694K | Sell |
6,561
-8,772
| -57% | -$906K | 0.03% | 171 |
|
|
2020
Q1 | $1.37M | Sell |
15,333
-1,374
| -8% | -$129K | 0.07% | 146 |
|
|
2019
Q4 | $1.67M | Sell |
16,707
-1,422
| -8% | -$134K | 0.07% | 145 |
|
|
2019
Q3 | $1.62M | Sell |
18,129
-4,267
| -19% | -$370K | 0.08% | 143 |
|
|
2019
Q2 | $1.85M | Buy |
22,396
+8,316
| +59% | +$652K | 0.09% | 123 |
|
|
2019
Q1 | $1.14M | Buy |
14,080
+13,960
| +11,633% | +$1.1M | 0.07% | 121 |
|
|
2018
Q4 | $9K | Sell |
120
-74
| -38% | -$5.78K | ﹤0.01% | 597 |
|
|
2018
Q3 | $15K | Sell |
194
-148
| -43% | -$11.2K | ﹤0.01% | 551 |
|
|
2018
Q2 | $24K | Hold |
342
| – | – | ﹤0.01% | 450 |
|
|
2018
Q1 | $24K | Buy |
342
+292
| +584% | +$20.2K | ﹤0.01% | 441 |
|
|
2017
Q4 | $3K | Buy |
+50
| New | +$3.37K | ﹤0.01% | 742 |
|
|
2017
Q3 | – | Sell |
-105
| Closed | -$7K | – | 264 |
|
|
2017
Q2 | $7K | Sell |
105
-24
| -19% | -$1.57K | ﹤0.01% | 528 |
|
|
2017
Q1 | $8K | Buy |
+129
| New | +$7.51K | ﹤0.01% | 538 |
|
|
2016
Q2 | – | Sell |
-134
| Closed | -$8K | – | 710 |
|
|
2016
Q1 | $8K | Buy |
+134
| New | +$8.05K | ﹤0.01% | 463 |
|
|
2014
Q2 | – | Sell |
-68
| Closed | -$4K | – | 503 |
|
|
2014
Q1 | $4K | Buy |
+68
| New | +$4.39K | ﹤0.01% | 406 |
|
|
2013
Q4 | – | Sell |
-78
| Closed | -$4K | – | 573 |
|
|
2013
Q3 | $4K | Buy |
+78
| New | +$3.92K | ﹤0.01% | 347 |
|
Other funds holding AZN
EP
IA
Gradient Investments's AZN Position: Q2 2026 in Review
Gradient Investments increased its AstraZeneca (AZN) stake by 3.2% in Q2 2026, buying an estimated $631K and bringing the position to 108,133 shares worth $20.5M. The position accounts for 0.28% of the portfolio, ranked #108.
Gradient Investments first reported a position in AZN in Q3 2013 and has held it in 40 quarters since. The position peaked at $20.7M in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.
- Gradient Investments held 108,133 shares of AstraZeneca worth $20.5M as of Q2 2026.
- Gradient Investments bought 3,357 AstraZeneca shares in Q2 2026, an estimated $631K.
- AstraZeneca made up 0.28% of Gradient Investments's portfolio in Q2 2026, its #108 holding.
- Gradient Investments first reported a position in AstraZeneca in Q3 2013 and has held it in 40 quarters since.
- Gradient Investments's AstraZeneca position peaked at $20.7M in Q1 2026.
- 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.
Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.