Jackson Grant Investment Advisers’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
$25.1K Hold
134
0.01% 242
2026
Q1
$26K Sell
134
-1
-0.7% -$193 0.01% 244
2025
Q4
$24.7K Hold
135
0.01% 245
2025
Q3
$20.6K Buy
135
+1
+0.7% +$151 0.01% 250
2025
Q2
$18.7K Hold
134
0.01% 236
2025
Q1
$19.6K Buy
134
+2
+2% +$289 0.01% 225
2024
Q4
$17.3K Hold
132
0.01% 237
2024
Q3
$20.5K Buy
132
+1
+0.8% +$161 0.01% 231
2024
Q2
$20.4K Buy
+131
New +$19.7K 0.01% 231
2023
Q2
Sell
-384
Closed -$53.3K 421
2023
Q1
$53.3K Hold
384
0.03% 179
2022
Q4
$52.1K Hold
384
0.03% 178
2022
Q3
$42K Hold
384
0.02% 188
2022
Q2
$51K Hold
384
0.03% 177
2022
Q1
$51K Hold
384
0.02% 198
2021
Q4
$45K Hold
384
0.02% 176
2021
Q3
$46K Hold
384
0.02% 211
2021
Q2
$46K Hold
384
0.02% 211
2021
Q1
$38K Hold
384
0.02% 223
2020
Q4
$38K Buy
+384
New +$40.7K 0.02% 206
2019
Q1
Sell
-20
Closed -$2K 230
2018
Q4
$2K Buy
+20
New +$1.56K ﹤0.01% 229

Other funds holding AZN

Jackson Grant Investment Advisers's AZN Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its AstraZeneca (AZN) position steady in Q2 2026 at 134 shares worth $25.1K. The position accounts for 0.01% of the portfolio, ranked #242.

Jackson Grant Investment Advisers first reported a position in AZN in Q4 2018 and has held it in 20 quarters since. The position peaked at $53.3K in Q1 2023. 655 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Jackson Grant Investment Advisers held 134 shares of AstraZeneca worth $25.1K as of Q2 2026.
  • Jackson Grant Investment Advisers left its AstraZeneca share count unchanged in Q2 2026.
  • AstraZeneca made up 0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #242 holding.
  • Jackson Grant Investment Advisers first reported a position in AstraZeneca in Q4 2018 and has held it in 20 quarters since.
  • Jackson Grant Investment Advisers's AstraZeneca position peaked at $53.3K in Q1 2023.
  • 655 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.