Mutual Advisors’s AstraZeneca AZN Stock Holding History

Mutual 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	$1.1M	Buy	5,778 +54	+0.9%	+$10.2K	0.02%	617
2026 Q1	$1.13M	Sell	5,724 -464	-7%	-$89.5K	0.02%	548
2025 Q4	$1.14M	Sell	6,188 -62	-1%	-$10.9K	0.02%	530
2025 Q3	$1.04M	Sell	6,250 -334	-5%	-$50.6K	0.02%	557
2025 Q2	$957K	Buy	6,584 +1,356	+26%	+$190K	0.02%	531
2025 Q1	$727K	Sell	5,228 -226	-4%	-$32.7K	0.02%	567
2024 Q4	$730K	Sell	5,454 -337	-6%	-$47.2K	0.02%	581
2024 Q3	$879K	Sell	5,791 -471	-8%	-$76K	0.03%	526
2024 Q2	$981K	Buy	6,262 +588	+10%	+$88.5K	0.03%	491
2024 Q1	$769K	Buy	5,674 +821	+17%	+$109K	0.02%	566
2023 Q4	$654K	Sell	4,853 -109	-2%	-$14.2K	0.02%	582
2023 Q3	$672K	Buy	4,962 +715	+17%	+$97.7K	0.03%	524
2023 Q2	$608K	Buy	4,247 +140	+3%	+$20.6K	0.02%	577
2023 Q1	$570K	Sell	4,107 -533	-11%	-$71.7K	0.02%	583
2022 Q4	$629K	Sell	4,640 -1,734	-27%	-$217K	0.03%	530
2022 Q3	$699K	Buy	6,374 +1,747	+38%	+$222K	0.04%	473
2022 Q2	$611K	Sell	4,627 -134	-3%	-$17.6K	0.04%	476
2022 Q1	$632K	Sell	4,761 -284	-6%	-$34.1K	0.04%	507
2021 Q4	$588K	Buy	5,045 +2	+0%	+$235	0.03%	531
2021 Q3	$606K	Buy	5,043 +921	+22%	+$107K	0.04%	490
2021 Q2	$494K	Buy	4,122 +97	+2%	+$10.6K	0.03%	524
2021 Q1	$400K	Sell	4,025 -637	-14%	-$64K	0.03%	549
2020 Q4	$466K	Buy	4,662 +30	+0.6%	+$3.18K	0.03%	477
2020 Q3	$508K	Sell	4,632 -33	-0.7%	-$3.67K	0.04%	420
2020 Q2	$493K	Buy	4,665 +189	+4%	+$19.5K	0.05%	390
2020 Q1	$400K	Sell	4,476 -160	-3%	-$15.1K	0.05%	334
2019 Q4	$462K	Buy	+4,636	New	+$436K	0.05%	357

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

Mutual Advisors's AZN Position: Q2 2026 in Review

Mutual Advisors increased its AstraZeneca (AZN) stake by 0.94% in Q2 2026, buying an estimated $10.2K and bringing the position to 5,778 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #617.

Mutual Advisors first reported a position in AZN in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.14M in Q4 2025. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Mutual Advisors held 5,778 shares of AstraZeneca worth $1.1M as of Q2 2026.
Mutual Advisors bought 54 AstraZeneca shares in Q2 2026, an estimated $10.2K.
AstraZeneca made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #617 holding.
Mutual Advisors first reported a position in AstraZeneca in Q4 2019 and has held it in 27 quarters since.
Mutual Advisors's AstraZeneca position peaked at $1.14M in Q4 2025.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.