Occidental Asset Management’s AstraZeneca AZN Stock Holding History

Occidental Asset Management’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	–	Sell	-1,603	Closed	-$316K	–	331
2026 Q1	$316K	Sell	1,603 -55	-3%	-$10.6K	0.04%	215
2025 Q4	$305K	Buy	1,658 +118	+8%	+$20.7K	0.04%	208
2025 Q3	$236K	Sell	1,540 -3	-0.2%	-$454	0.03%	241
2025 Q2	$216K	Sell	1,543 -83	-5%	-$11.6K	0.03%	244
2025 Q1	$239K	Buy	+1,626	New	+$235K	0.04%	219

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

Occidental Asset Management's AZN Position: Q2 2026 in Review

Occidental Asset Management sold out of AstraZeneca (AZN) in Q2 2026, closing a stake of 1,603 shares — an estimated $316K sold.

Occidental Asset Management first reported a position in AZN in Q1 2025 and held it in 5 quarters. The position peaked at $316K in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Occidental Asset Management reported no remaining AstraZeneca position as of Q2 2026 after selling out during the quarter.
Occidental Asset Management sold 1,603 AstraZeneca shares in Q2 2026, an estimated $316K.
Occidental Asset Management first reported a position in AstraZeneca in Q1 2025 and held it in 5 quarters.
Occidental Asset Management's AstraZeneca position peaked at $316K in Q1 2026.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.