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MJT & Associates Financial Advisory’s AstraZeneca AZN Stock Holding History

MJT & Associates Financial Advisory’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
Q3 		$15.5K Buy
96
+30
+45% +$5K 0.01% 148
2026
Q2 		$12.5K Buy
+66
New +$12.4K 0.01% 173
2026
Q1 		– Sell
-81
Closed -$14.8K – 448
2025
Q4 		$14.8K Hold
81
– – 0.01% 147
2025
Q3 		$12.4K Hold
81
– – 0.01% 171
2025
Q2 		$11.3K Hold
81
– – 0.01% 201
2025
Q1 		$11.8K Buy
+81
New +$11.7K 0.01% 197

Other funds holding AZN

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

MJT & Associates Financial Advisory's AZN Position: Q3 2026 in Review

MJT & Associates Financial Advisory increased its AstraZeneca (AZN) stake by 45% in Q3 2026, buying an estimated $5K and bringing the position to 96 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #148.

MJT & Associates Financial Advisory first reported a position in AZN in Q1 2025 and has held it in 6 quarters since. 47 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • MJT & Associates Financial Advisory held 96 shares of AstraZeneca worth $15.5K as of Q3 2026.
  • MJT & Associates Financial Advisory bought 30 AstraZeneca shares in Q3 2026, an estimated $5K.
  • AstraZeneca made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #148 holding.
  • MJT & Associates Financial Advisory first reported a position in AstraZeneca in Q1 2025 and has held it in 6 quarters since.
  • 47 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.