Opal Wealth Advisors’s AstraZeneca AZN Stock Holding History

Opal Wealth 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	$422K	Buy	2,227 +29	+1%	+$5.46K	0.09%	122
2026 Q1	$433K	Sell	2,198 -35	-2%	-$6.75K	0.1%	107
2025 Q4	$410K	Sell	2,233 -30	-1%	-$5.26K	0.11%	115
2025 Q3	$347K	Sell	2,263 -84	-4%	-$12.7K	0.1%	127
2025 Q2	$328K	Sell	2,347 -87	-4%	-$12.2K	0.09%	123
2025 Q1	$358K	Buy	2,434 +592	+32%	+$85.7K	0.11%	105
2024 Q4	$241K	Sell	1,842 -616	-25%	-$86.2K	0.07%	159
2024 Q3	$383K	Buy	2,458 +1,207	+96%	+$195K	0.12%	99
2024 Q2	$195K	Buy	+1,251	New	+$188K	0.06%	185

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

Opal Wealth Advisors's AZN Position: Q2 2026 in Review

Opal Wealth Advisors increased its AstraZeneca (AZN) stake by 1.3% in Q2 2026, buying an estimated $5.46K and bringing the position to 2,227 shares worth $422K. The position accounts for 0.09% of the portfolio, ranked #122.

Opal Wealth Advisors first reported a position in AZN in Q2 2024 and has held it in 9 quarters since. The position peaked at $433K in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Opal Wealth Advisors held 2,227 shares of AstraZeneca worth $422K as of Q2 2026.
Opal Wealth Advisors bought 29 AstraZeneca shares in Q2 2026, an estimated $5.46K.
AstraZeneca made up 0.09% of Opal Wealth Advisors's portfolio in Q2 2026, its #122 holding.
Opal Wealth Advisors first reported a position in AstraZeneca in Q2 2024 and has held it in 9 quarters since.
Opal Wealth Advisors's AstraZeneca position peaked at $433K in Q1 2026.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.