Guerra Pan Advisors’s AstraZeneca AZN Stock Holding History

Guerra Pan 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	$723K	Sell	3,813 -939	-20%	-$177K	0.4%	51
2026 Q1	$937K	Sell	4,752 -3	-0.1%	-$578	0.58%	41
2025 Q4	$874K	Hold	4,755	–	–	0.52%	44
2025 Q3	$730K	Hold	4,755	–	–	0.44%	49
2025 Q2	$664K	Sell	4,755 -1,068	-18%	-$150K	0.44%	50
2025 Q1	$856K	Hold	5,823	–	–	0.67%	41
2024 Q4	$763K	Hold	5,823	–	–	0.55%	45
2024 Q3	$907K	Buy	5,823 +58	+1%	+$9.36K	0.73%	37
2024 Q2	$899K	Buy	5,765 +179	+3%	+$26.9K	0.75%	39
2024 Q1	$757K	Sell	5,586 -15	-0.3%	-$1.99K	0.7%	41
2023 Q4	$754K	Hold	5,601	–	–	0.72%	43
2023 Q3	$759K	Hold	5,601	–	–	0.88%	34
2023 Q2	$802K	Hold	5,601	–	–	0.89%	36
2023 Q1	$777K	Hold	5,601	–	–	0.98%	32
2022 Q4	$759K	Hold	5,601	–	–	1.04%	32
2022 Q3	$621K	Hold	5,601	–	–	0.91%	41
2022 Q2	$742K	Hold	5,601	–	–	0.92%	38
2022 Q1	$741K	Hold	5,601	–	–	0.89%	37
2021 Q4	$652K	Buy	+5,601	New	+$659K	0.65%	49

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

Guerra Pan Advisors's AZN Position: Q2 2026 in Review

Guerra Pan Advisors reduced its AstraZeneca (AZN) stake by 20% in Q2 2026, selling an estimated $177K and leaving 3,813 shares worth $723K. The position accounts for 0.4% of the portfolio, ranked #51.

Guerra Pan Advisors first reported a position in AZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $937K in Q1 2026. 1,503 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Guerra Pan Advisors held 3,813 shares of AstraZeneca worth $723K as of Q2 2026.
Guerra Pan Advisors sold 939 AstraZeneca shares in Q2 2026, an estimated $177K.
AstraZeneca made up 0.4% of Guerra Pan Advisors's portfolio in Q2 2026, its #51 holding.
Guerra Pan Advisors first reported a position in AstraZeneca in Q4 2021 and has held it in 19 quarters since.
Guerra Pan Advisors's AstraZeneca position peaked at $937K in Q1 2026.
1,503 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Guerra Pan Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.