Heritage Wealth Advisors’s AstraZeneca AZN Stock Holding History

Heritage Wealth 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	$67.7K	Buy	357 +164	+85%	+$30.8K	﹤0.01%	305
2026 Q1	$37.6K	Buy	193 +143	+286%	+$27.6K	﹤0.01%	366
2025 Q4	$9.1K	Hold	50	–	–	﹤0.01%	462
2025 Q3	$7.59K	Hold	50	–	–	﹤0.01%	446
2025 Q2	$6.92K	Buy	+50	New	+$7.01K	﹤0.01%	442
2020 Q1	–	Sell	-600	Closed	-$59.8K	–	453
2019 Q4	$59.8K	Buy	600 +59	+11%	+$5.55K	0.01%	287
2019 Q3	$48K	Hold	541	–	–	0.01%	282
2019 Q2	$44.6K	Sell	541 -16	-3%	-$1.25K	0.01%	266
2019 Q1	$45K	Buy	557 +541	+3,381%	+$42.6K	0.01%	238
2018 Q4	$1K	Hold	16	–	–	﹤0.01%	368
2018 Q3	$1K	Buy	+16	New	+$1.21K	﹤0.01%	366

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

Heritage Wealth Advisors's AZN Position: Q2 2026 in Review

Heritage Wealth Advisors increased its AstraZeneca (AZN) stake by 85% in Q2 2026, buying an estimated $30.8K and bringing the position to 357 shares worth $67.7K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Heritage Wealth Advisors first reported a position in AZN in Q3 2018 and has held it in 11 quarters since. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Heritage Wealth Advisors held 357 shares of AstraZeneca worth $67.7K as of Q2 2026.
Heritage Wealth Advisors bought 164 AstraZeneca shares in Q2 2026, an estimated $30.8K.
AstraZeneca made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #305 holding.
Heritage Wealth Advisors first reported a position in AstraZeneca in Q3 2018 and has held it in 11 quarters since.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.