Merit Financial Group’s AstraZeneca AZN Stock Holding History

Merit Financial Group’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	$2.42M	Sell	12,770 -327	-2%	-$61.5K	0.01%	673
2026 Q1	$2.58M	Sell	13,097 -4,496	-26%	-$867K	0.02%	573
2025 Q4	$3.23M	Sell	17,593 -654	-4%	-$115K	0.03%	479
2025 Q3	$2.8M	Buy	18,247 +782	+4%	+$118K	0.03%	460
2025 Q2	$2.44M	Buy	17,465 +5,673	+48%	+$795K	0.03%	451
2025 Q1	$1.73M	Buy	11,792 +7,372	+167%	+$1.07M	0.03%	474
2024 Q4	$579K	Buy	4,420 +2,058	+87%	+$288K	0.01%	672
2024 Q3	$368K	Sell	2,362 -1,354	-36%	-$219K	0.01%	631
2024 Q2	$580K	Buy	3,716 +611	+20%	+$91.9K	0.01%	550
2024 Q1	$474K	Buy	+3,105	New	+$411K	0.01%	576
2023 Q4	–	Sell	-4,182	Closed	-$566K	–	777
2023 Q3	$566K	Buy	4,182 +545	+15%	+$74.4K	0.02%	431
2023 Q2	$521K	Buy	+3,637	New	+$535K	0.02%	462

Other funds holding AZN

Evelyn Partners London $46.9B AUM

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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

Merit Financial Group's AZN Position: Q2 2026 in Review

Merit Financial Group reduced its AstraZeneca (AZN) stake by 2.5% in Q2 2026, selling an estimated $61.5K and leaving 12,770 shares worth $2.42M. The position accounts for 0.01% of the portfolio, ranked #673.

Merit Financial Group first reported a position in AZN in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.23M in Q4 2025. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Merit Financial Group held 12,770 shares of AstraZeneca worth $2.42M as of Q2 2026.
Merit Financial Group sold 327 AstraZeneca shares in Q2 2026, an estimated $61.5K.
AstraZeneca made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #673 holding.
Merit Financial Group first reported a position in AstraZeneca in Q2 2023 and has held it in 12 quarters since.
Merit Financial Group's AstraZeneca position peaked at $3.23M in Q4 2025.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.