KA
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Kovack Advisors’s AstraZeneca AZN Stock Holding History

Kovack 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
Q1 		$299K Sell
1,495
-504
-25% -$97.2K 0.02% 759
2025
Q4 		$368K Buy
1,999
+634
+46% +$111K 0.02% 693
2025
Q3 		$209K Sell
1,365
-88
-6% -$13.3K 0.02% 563
2025
Q2 		$203K Buy
1,453
+2
+0.1% +$280 0.02% 560
2025
Q1 		$213K Buy
+1,451
New +$210K 0.02% 520
2024
Q4 		– Sell
-1,436
Closed -$224K – 614
2024
Q3 		$224K Sell
1,436
-94
-6% -$15.2K 0.02% 517
2024
Q2 		$239K Buy
1,530
+42
+3% +$6.32K 0.03% 477
2024
Q1 		$202K Buy
+1,488
New +$197K 0.02% 435
2023
Q3 		– Sell
-1,497
Closed -$214K – 556
2023
Q2 		$214K Buy
1,497
+20
+1% +$2.94K 0.03% 499
2023
Q1 		$205K Sell
1,477
-21
-1% -$2.83K 0.03% 512
2022
Q4 		$203K Buy
+1,498
New +$188K 0.03% 516
2022
Q3 		– Sell
-1,666
Closed -$220K – 574
2022
Q2 		$220K Sell
1,666
-668
-29% -$87.6K 0.03% 544
2022
Q1 		$309K Buy
2,334
+381
+20% +$45.7K 0.03% 520
2021
Q4 		$227K Sell
1,953
-442
-18% -$52K 0.02% 614
2021
Q3 		$288K Buy
2,395
+198
+9% +$23K 0.03% 545
2021
Q2 		$263K Buy
2,197
+50
+2% +$5.49K 0.03% 558
2021
Q1 		$213K Buy
+2,147
New +$216K 0.03% 564

Other funds holding AZN

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VAM
Vanguard Asset Management London, Ec4n 8af $117B AUM

Kovack Advisors's AZN Position: Q1 2026 in Review

Kovack Advisors reduced its AstraZeneca (AZN) stake by 25% in Q1 2026, selling an estimated $97.2K and leaving 1,495 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #759.

Kovack Advisors first reported a position in AZN in Q1 2021 and has held it in 17 quarters since. The position peaked at $368K in Q4 2025. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Kovack Advisors held 1,495 shares of AstraZeneca worth $299K as of Q1 2026.
  • Kovack Advisors sold 504 AstraZeneca shares in Q1 2026, an estimated $97.2K.
  • AstraZeneca made up 0.02% of Kovack Advisors's portfolio in Q1 2026, its #759 holding.
  • Kovack Advisors first reported a position in AstraZeneca in Q1 2021 and has held it in 17 quarters since.
  • Kovack Advisors's AstraZeneca position peaked at $368K in Q4 2025.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.