LifeGuide Financial Advisors’s AstraZeneca AZN Stock Holding History

LifeGuide Financial 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	$252K	Buy	+1,328	New	+$250K	0.07%	41
2026 Q1	–	Sell	-2,218	Closed	-$406K	–	47
2025 Q4	$406K	Buy	2,218 +5	+0.2%	+$877	0.13%	32
2025 Q3	$316K	Hold	2,213	–	–	0.12%	41
2025 Q2	$309K	Hold	2,213	–	–	0.11%	41
2025 Q1	$325K	Hold	2,213	–	–	0.13%	34
2024 Q4	$290K	Hold	2,213	–	–	0.12%	36
2024 Q3	$345K	Sell	2,213 -47	-2%	-$7.59K	0.15%	36
2024 Q2	$352K	Buy	2,260 +703	+45%	+$106K	0.17%	34
2024 Q1	$211K	Hold	1,557	–	–	0.11%	38
2023 Q4	$210K	Buy	+1,557	New	+$202K	0.11%	41

Other funds holding AZN

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

SAM

Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

MIM

Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

LifeGuide Financial Advisors's AZN Position: Q2 2026 in Review

LifeGuide Financial Advisors opened a new position in AstraZeneca (AZN) in Q2 2026: 1,328 shares worth $252K. The stake represents 0.07% of the portfolio and ranks #41 among its holdings. This is a return to the name: LifeGuide Financial Advisors previously reported a position in AZN as recently as Q4 2025.

LifeGuide Financial Advisors first reported a position in AZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $406K in Q4 2025. 233 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

LifeGuide Financial Advisors held 1,328 shares of AstraZeneca worth $252K as of Q2 2026.
AstraZeneca was a new LifeGuide Financial Advisors position in Q2 2026.
AstraZeneca made up 0.07% of LifeGuide Financial Advisors's portfolio in Q2 2026, its #41 holding.
LifeGuide Financial Advisors first reported a position in AstraZeneca in Q4 2023 and has held it in 10 quarters since.
LifeGuide Financial Advisors's AstraZeneca position peaked at $406K in Q4 2025.
233 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.