Level Four Advisory Services’s AstraZeneca AZN Stock Holding History

Level Four Advisory Services’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	$2.82M	Buy	+14,289	New	+$2.76M	0.09%	246
2025 Q4	–	Sell	-13,757	Closed	-$2.11M	–	844
2025 Q3	$2.11M	Buy	13,757 +898	+7%	+$136K	0.07%	267
2025 Q2	$1.8M	Buy	12,859 +1,894	+17%	+$265K	0.07%	265
2025 Q1	$1.61M	Buy	10,965 +1,617	+17%	+$234K	0.07%	273
2024 Q4	$1.22M	Sell	9,348 -1,537	-14%	-$215K	0.05%	303
2024 Q3	$1.55M	Sell	10,885 -1,753	-14%	-$283K	0.07%	271
2024 Q2	$1.97M	Buy	12,638 +3,029	+32%	+$456K	0.09%	243
2024 Q1	$1.29M	Buy	9,609 +54	+0.6%	+$7.15K	0.07%	260
2023 Q4	$1.29M	Sell	9,555 -711	-7%	-$92.4K	0.07%	260
2023 Q3	$1.39M	Buy	10,266 +605	+6%	+$82.6K	0.09%	237
2023 Q2	$1.38M	Buy	9,661 +360	+4%	+$53K	0.08%	240
2023 Q1	$1.29M	Buy	9,301 +1,209	+15%	+$163K	0.08%	237
2022 Q4	$1.1M	Buy	8,092 +3,530	+77%	+$443K	0.08%	233
2022 Q3	$500K	Sell	4,562 -3,931	-46%	-$499K	0.05%	310
2022 Q2	$1.12M	Sell	8,493 -741	-8%	-$97.2K	0.11%	198
2022 Q1	$1.23M	Buy	9,234 +3,889	+73%	+$466K	0.1%	211
2021 Q4	$623K	Sell	5,345 -7,714	-59%	-$908K	0.05%	337
2021 Q3	$1.57M	Buy	13,059 +10,440	+399%	+$1.22M	0.16%	143
2021 Q2	$314K	Sell	2,619 -13,316	-84%	-$1.46M	0.02%	520
2021 Q1	$1.58M	Buy	15,935 +12,600	+378%	+$1.27M	0.12%	188
2020 Q4	$333K	Buy	3,335 +27	+0.8%	+$2.86K	0.03%	440
2020 Q3	$363K	Buy	+3,308	New	+$368K	0.03%	405

Other funds holding AZN

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VAM

Vanguard Asset Management London, Ec4n 8af $117B AUM

Level Four Advisory Services's AZN Position: Q1 2026 in Review

Level Four Advisory Services opened a new position in AstraZeneca (AZN) in Q1 2026: 14,289 shares worth $2.82M. The stake represents 0.09% of the portfolio and ranks #246 among its holdings. This is a return to the name: Level Four Advisory Services previously reported a position in AZN as recently as Q3 2025.

Level Four Advisory Services first reported a position in AZN in Q3 2020 and has held it in 22 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Level Four Advisory Services held 14,289 shares of AstraZeneca worth $2.82M as of Q1 2026.
AstraZeneca was a new Level Four Advisory Services position in Q1 2026.
AstraZeneca made up 0.09% of Level Four Advisory Services's portfolio in Q1 2026, its #246 holding.
Level Four Advisory Services first reported a position in AstraZeneca in Q3 2020 and has held it in 22 quarters since.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.