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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
Q3 		$915K Sell
5,668
-110
-2% -$18.3K 0.02% 684
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

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Mutual Advisors's AZN Position: Q3 2026 in Review

Mutual Advisors reduced its AstraZeneca (AZN) stake by 1.9% in Q3 2026, selling an estimated $18.3K and leaving 5,668 shares worth $915K. The position accounts for 0.02% of the portfolio, ranked #684.

Mutual Advisors first reported a position in AZN in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.14M in Q4 2025. 1,103 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • Mutual Advisors held 5,668 shares of AstraZeneca worth $915K as of Q3 2026.
  • Mutual Advisors sold 110 AstraZeneca shares in Q3 2026, an estimated $18.3K.
  • AstraZeneca made up 0.02% of Mutual Advisors's portfolio in Q3 2026, its #684 holding.
  • Mutual Advisors first reported a position in AstraZeneca in Q4 2019 and has held it in 28 quarters since.
  • Mutual Advisors's AstraZeneca position peaked at $1.14M in Q4 2025.
  • 1,103 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Mutual Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.