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LVW Advisors’s AstraZeneca AZN Stock Holding History

LVW 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 		$994K Sell
5,241
-1,099
-17% -$207K 0.09% 132
2026
Q1 		$1.25M Buy
6,340
+267
+4% +$51.5K 0.12% 95
2025
Q4 		$1.12M Sell
6,073
-1,586
-21% -$278K 0.11% 93
2025
Q3 		$1.18M Sell
7,659
-327
-4% -$49.5K 0.12% 91
2025
Q2 		$1.12M Sell
7,986
-494
-6% -$69.2K 0.12% 98
2025
Q1 		$1.25M Buy
8,480
+499
+6% +$72.2K 0.15% 90
2024
Q4 		$1.05M Sell
7,981
-782
-9% -$109K 0.13% 108
2024
Q3 		$1.37M Sell
8,763
-774
-8% -$125K 0.17% 90
2024
Q2 		$1.49M Buy
9,537
+212
+2% +$31.9K 0.22% 72
2024
Q1 		$1.26M Buy
9,325
+758
+9% +$100K 0.21% 79
2023
Q4 		$1.15M Sell
8,567
-1
-0% -$130 0.22% 75
2023
Q3 		$1.16M Sell
8,568
-811
-9% -$111K 0.24% 76
2023
Q2 		$1.34M Sell
9,379
-1,489
-14% -$219K 0.26% 75
2023
Q1 		$1.51M Sell
10,868
-252
-2% -$33.9K 0.29% 73
2022
Q4 		$1.51M Buy
11,120
+618
+6% +$77.5K 0.31% 75
2022
Q3 		$1.15M Sell
10,502
-66
-0.6% -$8.37K 0.26% 75
2022
Q2 		$1.4M Sell
10,568
-389
-4% -$51K 0.28% 70
2022
Q1 		$1.45M Sell
10,957
-791
-7% -$94.9K 0.25% 69
2021
Q4 		$1.37M Sell
11,748
-956
-8% -$112K 0.23% 76
2021
Q3 		$1.53M Buy
12,704
+37
+0.3% +$4.31K 0.26% 69
2021
Q2 		$1.52M Buy
12,667
+56
+0.4% +$6.14K 0.27% 65
2021
Q1 		$1.25M Buy
12,611
+3,146
+33% +$316K 0.24% 68
2020
Q4 		$946K Sell
9,465
-473
-5% -$50.1K 0.19% 81
2020
Q3 		$1.09M Sell
9,938
-2,542
-20% -$283K 0.24% 67
2020
Q2 		$1.32M Buy
12,480
+1,193
+11% +$123K 0.32% 57
2020
Q1 		$1.01M Buy
11,287
+4,740
+72% +$446K 0.27% 63
2019
Q4 		$653K Sell
6,547
-1,823
-22% -$172K 0.15% 88
2019
Q3 		$746K Buy
8,370
+4,169
+99% +$361K 0.18% 81
2019
Q2 		$347K Buy
4,201
+1,347
+47% +$106K 0.1% 112
2019
Q1 		$231K Buy
+2,854
New +$225K 0.06% 162
2015
Q3 		– Sell
-3,494
Closed -$223K – 140
2015
Q2 		$223K Buy
3,494
+207
+6% +$14.2K 0.09% 132
2015
Q1 		$225K Buy
3,287
+52
+2% +$3.61K 0.11% 132
2014
Q4 		$228K Buy
+3,235
New +$232K 0.13% 138

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

LVW Advisors's AZN Position: Q2 2026 in Review

LVW Advisors reduced its AstraZeneca (AZN) stake by 17% in Q2 2026, selling an estimated $207K and leaving 5,241 shares worth $994K. The position accounts for 0.09% of the portfolio, ranked #132.

LVW Advisors first reported a position in AZN in Q4 2014 and has held it in 33 quarters since. The position peaked at $1.53M in Q3 2021. 655 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • LVW Advisors held 5,241 shares of AstraZeneca worth $994K as of Q2 2026.
  • LVW Advisors sold 1,099 AstraZeneca shares in Q2 2026, an estimated $207K.
  • AstraZeneca made up 0.09% of LVW Advisors's portfolio in Q2 2026, its #132 holding.
  • LVW Advisors first reported a position in AstraZeneca in Q4 2014 and has held it in 33 quarters since.
  • LVW Advisors's AstraZeneca position peaked at $1.53M in Q3 2021.
  • 655 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.