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

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.