NWF Advisory Services’s AstraZeneca AZN Stock Holding History

NWF Advisory Services’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	$623K	Sell	3,332 -153	-4%	-$28.8K	0.06%	189
2026 Q1	$675K	Sell	3,485 -25	-0.7%	-$4.82K	0.08%	174
2025 Q4	$645K	Sell	3,510 -26	-0.7%	-$4.56K	0.07%	171
2025 Q3	$542K	Sell	3,536 -803	-19%	-$122K	0.06%	203
2025 Q2	$606K	Buy	+4,339	New	+$608K	0.07%	184
2024 Q4	–	Sell	-1,698	Closed	-$265K	–	293
2024 Q3	$265K	Buy	+1,698	New	+$274K	0.04%	261

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

NWF Advisory Services's AZN Position: Q2 2026 in Review

NWF Advisory Services reduced its AstraZeneca (AZN) stake by 4.4% in Q2 2026, selling an estimated $28.8K and leaving 3,332 shares worth $623K. The position accounts for 0.06% of the portfolio, ranked #189.

NWF Advisory Services first reported a position in AZN in Q3 2024 and has held it in 6 quarters since. The position peaked at $675K in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

NWF Advisory Services held 3,332 shares of AstraZeneca worth $623K as of Q2 2026.
NWF Advisory Services sold 153 AstraZeneca shares in Q2 2026, an estimated $28.8K.
AstraZeneca made up 0.06% of NWF Advisory Services's portfolio in Q2 2026, its #189 holding.
NWF Advisory Services first reported a position in AstraZeneca in Q3 2024 and has held it in 6 quarters since.
NWF Advisory Services's AstraZeneca position peaked at $675K in Q1 2026.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.