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Legacy Advisors’s AstraZeneca AZN Stock Holding History

Legacy 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 		$243K Buy
+1,283
New +$241K 0.02% 288
2019
Q3 		– Sell
-580
Closed -$48K – 131
2019
Q2 		$48K Buy
+580
New +$45.5K 0.03% 208
2017
Q4 		– Sell
-159
Closed -$10K – 351
2017
Q3 		$10K Buy
+159
New +$10K 0.01% 216

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

Legacy Advisors's AZN Position: Q2 2026 in Review

Legacy Advisors opened a new position in AstraZeneca (AZN) in Q2 2026: 1,283 shares worth $243K. The stake represents 0.02% of the portfolio and ranks #288 among its holdings. This is a return to the name: Legacy Advisors previously reported a position in AZN as recently as Q2 2019.

Legacy Advisors first reported a position in AZN in Q3 2017 and has held it in 3 quarters since. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Legacy Advisors held 1,283 shares of AstraZeneca worth $243K as of Q2 2026.
  • AstraZeneca was a new Legacy Advisors position in Q2 2026.
  • AstraZeneca made up 0.02% of Legacy Advisors's portfolio in Q2 2026, its #288 holding.
  • Legacy Advisors first reported a position in AstraZeneca in Q3 2017 and has held it in 3 quarters since.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.