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
2025
Q3 		– Sell
-1,700
Closed -$238K – 1837
2025
Q2 		$238K Hold
1,700
– – ﹤0.01% 1446
2025
Q1 		$250K Hold
1,700
– – ﹤0.01% 1290
2024
Q4 		$223K Buy
+1,700
New +$238K ﹤0.01% 1340

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.