Opal Wealth Advisors
AZN icon

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
Q3 		$316K Sell
1,960
-267
-12% -$44.5K 0.07% 150
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Asset Management
Vanguard Asset Management London, Ec4n 8af $162B AUM
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
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Opal Wealth Advisors's AZN Position: Q3 2026 in Review

Opal Wealth Advisors reduced its AstraZeneca (AZN) stake by 12% in Q3 2026, selling an estimated $44.5K and leaving 1,960 shares worth $316K. The position accounts for 0.07% of the portfolio, ranked #150.

Opal Wealth Advisors first reported a position in AZN in Q2 2024 and has held it in 10 quarters since. The position peaked at $433K in Q1 2026. 1,174 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • Opal Wealth Advisors held 1,960 shares of AstraZeneca worth $316K as of Q3 2026.
  • Opal Wealth Advisors sold 267 AstraZeneca shares in Q3 2026, an estimated $44.5K.
  • AstraZeneca made up 0.07% of Opal Wealth Advisors's portfolio in Q3 2026, its #150 holding.
  • Opal Wealth Advisors first reported a position in AstraZeneca in Q2 2024 and has held it in 10 quarters since.
  • Opal Wealth Advisors's AstraZeneca position peaked at $433K in Q1 2026.
  • 1,174 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.