KA
AZN icon

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
Q2 		$275K Sell
1,485
-10
-0.7% -$1.88K 0.01% 840
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

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kovack Advisors's AZN Position: Q2 2026 in Review

Kovack Advisors reduced its AstraZeneca (AZN) stake by 0.67% in Q2 2026, selling an estimated $1.88K and leaving 1,485 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #840.

Kovack Advisors first reported a position in AZN in Q1 2021 and has held it in 18 quarters since. The position peaked at $368K in Q4 2025. 1,503 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Kovack Advisors held 1,485 shares of AstraZeneca worth $275K as of Q2 2026.
  • Kovack Advisors sold 10 AstraZeneca shares in Q2 2026, an estimated $1.88K.
  • AstraZeneca made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #840 holding.
  • Kovack Advisors first reported a position in AstraZeneca in Q1 2021 and has held it in 18 quarters since.
  • Kovack Advisors's AstraZeneca position peaked at $368K in Q4 2025.
  • 1,503 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.