JNBA Financial Advisors’s AstraZeneca AZN Stock Holding History

JNBA Financial 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	$50.3K	Buy	265 +25	+10%	+$4.7K	﹤0.01%	323
2026 Q1	$47.3K	Sell	240 -1	-0.4%	-$193	﹤0.01%	318
2025 Q4	$44.2K	Buy	241 +70	+41%	+$12.3K	﹤0.01%	325
2025 Q3	$26.2K	Sell	171 -5	-3%	-$757	﹤0.01%	381
2025 Q2	$24.5K	Hold	176	–	–	﹤0.01%	371
2025 Q1	$25.8K	Hold	176	–	–	﹤0.01%	349
2024 Q4	$23K	Hold	176	–	–	﹤0.01%	367
2024 Q3	$27.3K	Sell	176 -652	-79%	-$105K	﹤0.01%	358
2024 Q2	$129K	Sell	828 -261	-24%	-$39.3K	0.01%	203
2024 Q1	$148K	Sell	1,089 -2	-0.2%	-$265	0.02%	204
2023 Q4	$147K	Hold	1,091	–	–	0.02%	203
2023 Q3	$148K	Buy	1,091 +5	+0.5%	+$683	0.02%	203
2023 Q2	$155K	Buy	1,086 +20	+2%	+$2.94K	0.02%	203
2023 Q1	$148K	Hold	1,066	–	–	0.02%	207
2022 Q4	$144K	Sell	1,066 -493	-32%	-$61.8K	0.02%	201
2022 Q3	$171K	Sell	1,559 -68	-4%	-$8.63K	0.03%	193
2022 Q2	$215K	Buy	1,627 +68	+4%	+$8.92K	0.03%	174
2022 Q1	$207K	Hold	1,559	–	–	0.03%	185
2021 Q4	$182K	Hold	1,559	–	–	0.02%	196
2021 Q3	$187K	Hold	1,559	–	–	0.03%	195
2021 Q2	$187K	Hold	1,559	–	–	0.03%	193
2021 Q1	$155K	Hold	1,559	–	–	0.02%	198
2020 Q4	$156K	Hold	1,559	–	–	0.03%	184
2020 Q3	$171K	Hold	1,559	–	–	0.03%	163
2020 Q2	$165K	Hold	1,559	–	–	0.04%	159
2020 Q1	$139K	Sell	1,559 -161	-9%	-$15.2K	0.03%	161
2019 Q4	$172K	Buy	1,720 +161	+10%	+$15.2K	0.03%	154
2019 Q3	$139K	Hold	1,559	–	–	0.03%	160
2019 Q2	$129K	Buy	1,559 +148	+10%	+$11.6K	0.03%	168
2019 Q1	$114K	Buy	1,411 +1,221	+643%	+$96.2K	0.02%	169
2018 Q4	$14K	Sell	190 -10	-5%	-$781	﹤0.01%	337
2018 Q3	$16K	Buy	200 +50	+33%	+$3.78K	0.01%	332
2018 Q2	$11K	Hold	150	–	–	﹤0.01%	384
2018 Q1	$10K	Hold	150	–	–	﹤0.01%	373
2017 Q4	$10K	Hold	150	–	–	﹤0.01%	368
2017 Q3	$10K	Hold	150	–	–	﹤0.01%	359
2017 Q2	$10K	Hold	150	–	–	﹤0.01%	351
2017 Q1	$9K	Buy	+150	New	+$8.73K	﹤0.01%	363
2016 Q4	–	Sell	-2,451	Closed	-$161K	–	557
2016 Q3	$161K	Buy	+2,451	New	+$160K	0.02%	265
2016 Q2	–	Sell	-63	Closed	-$4K	–	510
2016 Q1	$4K	Buy	+63	New	+$3.79K	﹤0.01%	429
2013 Q3	–	Sell	-185	Closed	-$9K	–	428
2013 Q2	$9K	Buy	+185	New	+$9.42K	0.01%	265

Other funds holding AZN

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JNBA Financial Advisors's AZN Position: Q2 2026 in Review

JNBA Financial Advisors increased its AstraZeneca (AZN) stake by 10% in Q2 2026, buying an estimated $4.7K and bringing the position to 265 shares worth $50.3K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

JNBA Financial Advisors first reported a position in AZN in Q2 2013 and has held it in 41 quarters since. The position peaked at $215K in Q2 2022. 520 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

JNBA Financial Advisors held 265 shares of AstraZeneca worth $50.3K as of Q2 2026.
JNBA Financial Advisors bought 25 AstraZeneca shares in Q2 2026, an estimated $4.7K.
AstraZeneca made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #323 holding.
JNBA Financial Advisors first reported a position in AstraZeneca in Q2 2013 and has held it in 41 quarters since.
JNBA Financial Advisors's AstraZeneca position peaked at $215K in Q2 2022.
520 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.