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LRI Investments’s AstraZeneca AZN Stock Holding History

LRI Investments’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 		$308K Sell
1,646
-522
-24% -$98.2K 0.02% 255
2026
Q1 		$420K Buy
2,168
+489
+29% +$94.3K 0.04% 198
2025
Q4 		$309K Buy
1,679
+39
+2% +$6.84K 0.02% 225
2025
Q3 		$252K Sell
1,640
-50
-3% -$7.57K 0.02% 261
2025
Q2 		$236K Buy
1,690
+38
+2% +$5.33K 0.02% 257
2025
Q1 		$243K Sell
1,652
-42
-2% -$6.08K 0.02% 237
2024
Q4 		$222K Hold
1,694
– – 0.02% 250
2024
Q3 		$220K Buy
1,694
+34
+2% +$5.49K 0.02% 256
2024
Q2 		$259K Hold
1,660
– – 0.03% 204
2024
Q1 		$225K Buy
+1,660
New +$220K 0.06% 126

Other funds holding AZN

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ISS
Intesa Sanpaolo SpA. Turin, Italy $2.92B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

LRI Investments's AZN Position: Q2 2026 in Review

LRI Investments reduced its AstraZeneca (AZN) stake by 24% in Q2 2026, selling an estimated $98.2K and leaving 1,646 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #255.

LRI Investments first reported a position in AZN in Q1 2024 and has held it in 10 quarters since. The position peaked at $420K in Q1 2026. 655 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • LRI Investments held 1,646 shares of AstraZeneca worth $308K as of Q2 2026.
  • LRI Investments sold 522 AstraZeneca shares in Q2 2026, an estimated $98.2K.
  • AstraZeneca made up 0.02% of LRI Investments's portfolio in Q2 2026, its #255 holding.
  • LRI Investments first reported a position in AstraZeneca in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's AstraZeneca position peaked at $420K in Q1 2026.
  • 655 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.