Lido Advisors
AZN icon

Lido Advisors’s AstraZeneca AZN Stock Holding History

Lido 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
Q1 		$8.3M Sell
42,073
-23,808
-36% -$4.59M 0.03% 354
2025
Q4 		$11M Buy
65,881
+992
+2% +$174K 0.03% 313
2025
Q3 		$9.96M Buy
64,889
+23,017
+55% +$3.48M 0.03% 308
2025
Q2 		$5.85M Buy
41,872
+751
+2% +$105K 0.02% 336
2025
Q1 		$6.04M Buy
41,121
+27,794
+209% +$4.02M 0.03% 311
2024
Q4 		$1.75M Sell
13,327
-747
-5% -$105K 0.01% 554
2024
Q3 		$2.19M Buy
14,074
+4,036
+40% +$651K 0.01% 451
2024
Q2 		$1.57M Buy
10,038
+2,863
+40% +$431K 0.01% 511
2024
Q1 		$972K Sell
7,175
-322
-4% -$42.6K 0.01% 662
2023
Q4 		$1.01M Sell
7,497
-231
-3% -$30K 0.01% 615
2023
Q3 		$1.05M Buy
7,728
+164
+2% +$22.4K 0.01% 525
2023
Q2 		$1.08M Buy
7,564
+481
+7% +$70.8K 0.01% 509
2023
Q1 		$983K Buy
7,083
+1,417
+25% +$191K 0.01% 485
2022
Q4 		$768K Sell
5,666
-601
-10% -$75.4K 0.01% 470
2022
Q3 		$686K Buy
6,267
+1,111
+22% +$141K 0.01% 458
2022
Q2 		$681K Sell
5,156
-198
-4% -$26K 0.01% 441
2022
Q1 		$710K Buy
5,354
+676
+14% +$81.1K 0.01% 483
2021
Q4 		$544K Sell
4,678
-854
-15% -$100K 0.01% 584
2021
Q3 		$664K Buy
+5,532
New +$644K 0.01% 495
2021
Q1 		– Sell
-3,527
Closed -$352K – 839
2020
Q4 		$352K Buy
+3,527
New +$374K 0.01% 576

Other funds holding AZN

IA
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VAM
Vanguard Asset Management London, Ec4n 8af $117B AUM

Lido Advisors's AZN Position: Q1 2026 in Review

Lido Advisors reduced its AstraZeneca (AZN) stake by 36% in Q1 2026, selling an estimated $4.59M and leaving 42,073 shares worth $8.3M. The position accounts for 0.03% of the portfolio, ranked #354.

Lido Advisors first reported a position in AZN in Q4 2020 and has held it in 20 quarters since. The position peaked at $11M in Q4 2025. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Lido Advisors held 42,073 shares of AstraZeneca worth $8.3M as of Q1 2026.
  • Lido Advisors sold 23,808 AstraZeneca shares in Q1 2026, an estimated $4.59M.
  • AstraZeneca made up 0.03% of Lido Advisors's portfolio in Q1 2026, its #354 holding.
  • Lido Advisors first reported a position in AstraZeneca in Q4 2020 and has held it in 20 quarters since.
  • Lido Advisors's AstraZeneca position peaked at $11M in Q4 2025.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.