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Guardian Wealth Management (Illinois)’s AstraZeneca AZN Stock Holding History

Guardian Wealth Management (Illinois)’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 		$264K Sell
1,392
-210
-13% -$39.5K 0.13% 59
2026
Q1 		$316K Sell
1,602
-345
-18% -$66.5K 0.17% 56
2025
Q4 		$358K Sell
1,947
-9
-0.5% -$1.58K 0.21% 58
2025
Q3 		$300K Buy
1,956
+1
+0.1% +$151 0.18% 56
2025
Q2 		$273K Sell
1,955
-25
-1% -$3.5K 0.18% 56
2025
Q1 		$291K Sell
1,980
-247
-11% -$35.7K 0.19% 56
2024
Q4 		$292K Hold
2,227
– – 0.2% 60
2024
Q3 		$347K Buy
2,227
+3
+0.1% +$484 0.24% 57
2024
Q2 		$347K Sell
2,224
-13
-0.6% -$1.96K 0.27% 54
2024
Q1 		$303K Sell
2,237
-161
-7% -$21.3K 0.23% 55
2023
Q4 		$323K Sell
2,398
-163
-6% -$21.2K 0.27% 56
2023
Q3 		$347K Sell
2,561
-2,846
-53% -$389K 0.32% 57
2023
Q2 		$774K Sell
5,407
-7
-0.1% -$1.03K 0.71% 47
2023
Q1 		$752K Sell
5,414
-29
-0.5% -$3.9K 0.72% 48
2022
Q4 		$738K Sell
5,443
-65
-1% -$8.15K 0.73% 48
2022
Q3 		$604K Buy
5,508
+25
+0.5% +$3.17K 0.68% 51
2022
Q2 		$724K Buy
5,483
+20
+0.4% +$2.62K 0.78% 51
2022
Q1 		$725K Buy
5,463
+112
+2% +$13.4K 0.72% 53
2021
Q4 		$623K Buy
+5,351
New +$630K 0.6% 54

Other funds holding AZN

RG
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
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
AV
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
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s AZN Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) reduced its AstraZeneca (AZN) stake by 13% in Q2 2026, selling an estimated $39.5K and leaving 1,392 shares worth $264K. The position accounts for 0.13% of the portfolio, ranked #59.

Guardian Wealth Management (Illinois) first reported a position in AZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $774K in Q2 2023. 443 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Guardian Wealth Management (Illinois) held 1,392 shares of AstraZeneca worth $264K as of Q2 2026.
  • Guardian Wealth Management (Illinois) sold 210 AstraZeneca shares in Q2 2026, an estimated $39.5K.
  • AstraZeneca made up 0.13% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #59 holding.
  • Guardian Wealth Management (Illinois) first reported a position in AstraZeneca in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Management (Illinois)'s AstraZeneca position peaked at $774K in Q2 2023.
  • 443 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.