Loring Wolcott & Coolidge Fiduciary Advisors’s AstraZeneca AZN Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$917K	Buy	4,838 +4,800	+12,632%	+$903K	0.01%	188
2026 Q1	$7.75K	Buy	+38	New	+$7.33K	﹤0.01%	528
2025 Q2	–	Sell	-666	Closed	-$91.2K	–	529
2025 Q1	$91.2K	Hold	666	–	–	﹤0.01%	339
2024 Q4	$93.3K	Hold	666	–	–	﹤0.01%	347
2024 Q3	$101K	Buy	+666	New	+$108K	﹤0.01%	337
2024 Q2	–	Sell	-159	Closed	-$22.3K	–	554
2024 Q1	$22.3K	Hold	159	–	–	﹤0.01%	451
2023 Q4	$21.2K	Hold	159	–	–	﹤0.01%	459
2023 Q3	$20.4K	Hold	159	–	–	﹤0.01%	482
2023 Q2	$22.8K	Hold	159	–	–	﹤0.01%	493
2023 Q1	$22.1K	Hold	159	–	–	﹤0.01%	463
2022 Q4	$21.6K	Hold	159	–	–	﹤0.01%	461
2022 Q3	$17K	Hold	159	–	–	﹤0.01%	492
2022 Q2	$21K	Sell	159 -71	-31%	-$9.32K	﹤0.01%	500
2022 Q1	$31K	Sell	230 -499	-68%	-$59.8K	﹤0.01%	479
2021 Q4	$85K	Sell	729 -58	-7%	-$6.83K	﹤0.01%	410
2021 Q3	$95K	Buy	787 +129	+20%	+$15K	﹤0.01%	392
2021 Q2	$79K	Buy	+658	New	+$72.2K	﹤0.01%	427
2021 Q1	–	Sell	-500	Closed	-$50K	–	338
2020 Q4	$50K	Buy	500 +1	+0.2%	+$106	﹤0.01%	428
2020 Q3	$55K	Hold	499	–	–	﹤0.01%	386
2020 Q2	$53K	Hold	499	–	–	﹤0.01%	373
2020 Q1	$45K	Hold	499	–	–	﹤0.01%	388
2019 Q4	$50K	Hold	499	–	–	﹤0.01%	420
2019 Q3	$44K	Hold	499	–	–	﹤0.01%	418
2019 Q2	$41K	Hold	499	–	–	﹤0.01%	418
2019 Q1	$40K	Hold	499	–	–	﹤0.01%	421
2018 Q4	$38K	Hold	499	–	–	﹤0.01%	441
2018 Q3	$39K	Hold	499	–	–	﹤0.01%	445
2018 Q2	$35K	Hold	499	–	–	﹤0.01%	462
2018 Q1	$35K	Hold	499	–	–	﹤0.01%	477
2017 Q4	$35K	Hold	499	–	–	﹤0.01%	470
2017 Q3	$34K	Sell	499 -60	-11%	-$3.79K	﹤0.01%	461
2017 Q2	$34K	Buy	559 +60	+12%	+$3.92K	﹤0.01%	448
2017 Q1	$31K	Hold	499	–	–	﹤0.01%	456
2016 Q4	$27K	Hold	499	–	–	﹤0.01%	447
2016 Q3	$33K	Hold	499	–	–	﹤0.01%	439
2016 Q2	$30K	Hold	499	–	–	﹤0.01%	445
2016 Q1	$28K	Buy	+499	New	+$30K	﹤0.01%	453
2015 Q2	–	Sell	-310	Closed	-$21K	–	612
2015 Q1	$21K	Hold	310	–	–	﹤0.01%	501
2014 Q4	$22K	Hold	310	–	–	﹤0.01%	492
2014 Q3	$22K	Hold	310	–	–	﹤0.01%	475
2014 Q2	$23K	Hold	310	–	–	﹤0.01%	499
2014 Q1	$20K	Hold	310	–	–	﹤0.01%	493
2013 Q4	$18K	Buy	+310	New	+$16.8K	﹤0.01%	480

Other funds holding AZN

EPGL

Evelyn Partners Group Ltd London $46.9B AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's AZN Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its AstraZeneca (AZN) stake by 12,632% in Q2 2026, buying an estimated $903K and bringing the position to 4,838 shares worth $917K. The position accounts for 0.01% of the portfolio, ranked #188.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AZN in Q4 2013 and has held it in 43 quarters since. 1,149 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 4,838 shares of AstraZeneca worth $917K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors bought 4,800 AstraZeneca shares in Q2 2026, an estimated $903K.
AstraZeneca made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #188 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AstraZeneca in Q4 2013 and has held it in 43 quarters since.
1,149 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.