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Lantz Financial’s AstraZeneca AZN Stock Holding History

Lantz Financial’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 		$278K Buy
+1,467
New +$276K 0.05% 219
2026
Q1 		– Sell
-1,275
Closed -$234K – 241
2025
Q4 		$234K Buy
+1,275
New +$224K 0.05% 233

Other funds holding AZN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return

Lantz Financial's AZN Position: Q2 2026 in Review

Lantz Financial opened a new position in AstraZeneca (AZN) in Q2 2026: 1,467 shares worth $278K. The stake represents 0.05% of the portfolio and ranks #219 among its holdings. This is a return to the name: Lantz Financial previously reported a position in AZN as recently as Q4 2025.

Lantz Financial first reported a position in AZN in Q4 2025 and has held it in 2 quarters since. 309 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Lantz Financial held 1,467 shares of AstraZeneca worth $278K as of Q2 2026.
  • AstraZeneca was a new Lantz Financial position in Q2 2026.
  • AstraZeneca made up 0.05% of Lantz Financial's portfolio in Q2 2026, its #219 holding.
  • Lantz Financial first reported a position in AstraZeneca in Q4 2025 and has held it in 2 quarters since.
  • 309 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.