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 Q3	$548K	Buy	3,361 +29	+0.9%	+$4.83K	0.05%	210
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

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

NWF Advisory Services's AZN Position: Q3 2026 in Review

NWF Advisory Services increased its AstraZeneca (AZN) stake by 0.87% in Q3 2026, buying an estimated $4.83K and bringing the position to 3,361 shares worth $548K. The position accounts for 0.05% of the portfolio, ranked #210.

NWF Advisory Services first reported a position in AZN in Q3 2024 and has held it in 7 quarters since. The position peaked at $675K in Q1 2026. 345 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

NWF Advisory Services held 3,361 shares of AstraZeneca worth $548K as of Q3 2026.
NWF Advisory Services bought 29 AstraZeneca shares in Q3 2026, an estimated $4.83K.
AstraZeneca made up 0.05% of NWF Advisory Services's portfolio in Q3 2026, its #210 holding.
NWF Advisory Services first reported a position in AstraZeneca in Q3 2024 and has held it in 7 quarters since.
NWF Advisory Services's AstraZeneca position peaked at $675K in Q1 2026.
345 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.