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
Q2 		$7.79M Sell
41,103
-970
-2% -$182K 0.02% 402
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

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

Lido Advisors's AZN Position: Q2 2026 in Review

Lido Advisors reduced its AstraZeneca (AZN) stake by 2.3% in Q2 2026, selling an estimated $182K and leaving 41,103 shares worth $7.79M. The position accounts for 0.02% of the portfolio, ranked #402.

Lido Advisors first reported a position in AZN in Q4 2020 and has held it in 21 quarters since. The position peaked at $11M in Q4 2025. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Lido Advisors held 41,103 shares of AstraZeneca worth $7.79M as of Q2 2026.
  • Lido Advisors sold 970 AstraZeneca shares in Q2 2026, an estimated $182K.
  • AstraZeneca made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #402 holding.
  • Lido Advisors first reported a position in AstraZeneca in Q4 2020 and has held it in 21 quarters since.
  • Lido Advisors's AstraZeneca position peaked at $11M in Q4 2025.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.