LFAS
AZN icon

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
Q2 		$2.88M Buy
15,186
+897
+6% +$169K 0.08% 259
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

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

Level Four Advisory Services's AZN Position: Q2 2026 in Review

Level Four Advisory Services increased its AstraZeneca (AZN) stake by 6.3% in Q2 2026, buying an estimated $169K and bringing the position to 15,186 shares worth $2.88M. The position accounts for 0.08% of the portfolio, ranked #259.

Level Four Advisory Services first reported a position in AZN in Q3 2020 and has held it in 23 quarters since. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Level Four Advisory Services held 15,186 shares of AstraZeneca worth $2.88M as of Q2 2026.
  • Level Four Advisory Services bought 897 AstraZeneca shares in Q2 2026, an estimated $169K.
  • AstraZeneca made up 0.08% of Level Four Advisory Services's portfolio in Q2 2026, its #259 holding.
  • Level Four Advisory Services first reported a position in AstraZeneca in Q3 2020 and has held it in 23 quarters since.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.