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
2021 Q4	–	Sell	-2	Closed	-$1K	–	709
2021 Q3	$1K	Buy	+2	New	+$233	﹤0.01%	694

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

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.