Mount Yale Investment Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.91M | Buy |
45,217
+37,981
| +525% | +$7.32M | 0.21% | 109 |
|
|
2025
Q4 | $1.33M | Sell |
7,236
-10,877
| -60% | -$1.91M | 0.06% | 259 |
|
|
2025
Q3 | $2.78M | Sell |
18,113
-4,280
| -19% | -$648K | 0.19% | 123 |
|
|
2025
Q2 | $3.13M | Sell |
22,393
-5,145
| -19% | -$721K | 0.24% | 83 |
|
|
2025
Q1 | $4.05M | Buy |
27,538
+5,211
| +23% | +$754K | 0.35% | 52 |
|
|
2024
Q4 | $2.93M | Sell |
22,327
-1,581
| -7% | -$221K | 0.24% | 86 |
|
|
2024
Q3 | $3.73M | Sell |
23,908
-1,598
| -6% | -$258K | 0.36% | 65 |
|
|
2024
Q2 | $3.98M | Buy |
25,506
+1,529
| +6% | +$230K | 0.32% | 67 |
|
|
2024
Q1 | $3.25M | Buy |
23,977
+5,336
| +29% | +$707K | 0.25% | 86 |
|
|
2023
Q4 | $2.51M | Sell |
18,641
-9,615
| -34% | -$1.25M | 0.24% | 101 |
|
|
2023
Q3 | $3.83M | Sell |
28,256
-2,643
| -9% | -$361K | 0.42% | 54 |
|
|
2023
Q2 | $4.42M | Sell |
30,899
-2,591
| -8% | -$381K | 0.47% | 44 |
|
|
2023
Q1 | $4.65M | Buy |
33,490
+389
| +1% | +$52.3K | 0.52% | 39 |
|
|
2022
Q4 | $4.49M | Buy |
33,101
+2,175
| +7% | +$273K | 0.51% | 51 |
|
|
2022
Q3 | $3.39M | Buy |
30,926
+24,646
| +392% | +$3.13M | 0.45% | 50 |
|
|
2022
Q2 | $830K | Sell |
6,280
-7,455
| -54% | -$978K | 0.1% | 193 |
|
|
2022
Q1 | $1.82M | Buy |
13,735
+220
| +2% | +$26.4K | 0.2% | 117 |
|
|
2021
Q4 | $1.57M | Buy |
13,515
+46
| +0.3% | +$5.41K | 0.16% | 136 |
|
|
2021
Q3 | $1.62M | Sell |
13,469
-84
| -0.6% | -$9.78K | 0.19% | 126 |
|
|
2021
Q2 | $1.62M | Buy |
13,553
+5,381
| +66% | +$590K | 0.2% | 114 |
|
|
2021
Q1 | $813K | Sell |
8,172
-3,158
| -28% | -$317K | 0.11% | 203 |
|
|
2020
Q4 | $1.13M | Sell |
11,330
-399
| -3% | -$42.3K | 0.16% | 148 |
|
|
2020
Q3 | $1.28M | Sell |
11,729
-1,717
| -13% | -$191K | 0.18% | 118 |
|
|
2020
Q2 | $1.42M | Sell |
13,446
-3,361
| -20% | -$347K | 0.25% | 96 |
|
|
2020
Q1 | $1.5M | Sell |
16,807
-201
| -1% | -$18.9K | 0.34% | 73 |
|
|
2019
Q4 | $1.66M | Sell |
17,008
-2,276
| -12% | -$214K | 0.29% | 88 |
|
|
2019
Q3 | $1.82M | Sell |
19,284
-422
| -2% | -$36.6K | 0.32% | 77 |
|
|
2019
Q2 | $1.73M | Sell |
19,706
-895
| -4% | -$70.2K | 0.32% | 78 |
|
|
2019
Q1 | $1.67M | Sell |
20,601
-1,334
| -6% | -$105K | 0.31% | 75 |
|
|
2018
Q4 | $1.61M | Sell |
21,935
-383
| -2% | -$29.9K | 0.33% | 77 |
|
|
2018
Q3 | $1.75M | Sell |
22,318
-5,304
| -19% | -$401K | 0.31% | 75 |
|
|
2018
Q2 | $1.94M | Sell |
27,622
-260
| -0.9% | -$18.7K | 0.37% | 67 |
|
|
2018
Q1 | $1.95M | Buy |
+27,882
| New | +$1.93M | 0.42% | 62 |
|
Other funds holding AZN
IA
VCM
VAM
Mount Yale Investment Advisors's AZN Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its AstraZeneca (AZN) stake by 525% in Q1 2026, buying an estimated $7.32M and bringing the position to 45,217 shares worth $8.91M. The position accounts for 0.21% of the portfolio, ranked #109.
Mount Yale Investment Advisors first reported a position in AZN in Q1 2018 and has held it in 33 quarters since. 1,379 funds tracked by Wall St. Rank hold AZN as of Q1 2026.
- Mount Yale Investment Advisors held 45,217 shares of AstraZeneca worth $8.91M as of Q1 2026.
- Mount Yale Investment Advisors bought 37,981 AstraZeneca shares in Q1 2026, an estimated $7.32M.
- AstraZeneca made up 0.21% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #109 holding.
- Mount Yale Investment Advisors first reported a position in AstraZeneca in Q1 2018 and has held it in 33 quarters since.
- 1,379 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.