Operose Advisors’s AstraZeneca AZN Stock Holding History

Operose 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	$948	Sell	5 -146	-97%	-$27.5K	﹤0.01%	488
2026 Q1	$29.8K	Buy	151 +146	+2,920%	+$28.2K	0.01%	326
2025 Q4	$919	Hold	5	–	–	﹤0.01%	452
2025 Q3	$767	Hold	5	–	–	﹤0.01%	428
2025 Q2	$699	Hold	5	–	–	﹤0.01%	394
2025 Q1	$735	Sell	5 -112	-96%	-$16.2K	﹤0.01%	369
2024 Q4	$15.3K	Buy	117 +112	+2,240%	+$15.7K	0.01%	282
2024 Q3	$779	Hold	5	–	–	﹤0.01%	597
2024 Q2	$780	Hold	5	–	–	﹤0.01%	568
2024 Q1	$678	Hold	5	–	–	﹤0.01%	632
2023 Q4	$674	Sell	5 -498	-99%	-$64.7K	﹤0.01%	581
2023 Q3	$68.1K	Buy	503 +398	+379%	+$54.4K	0.03%	256
2023 Q2	$15K	Hold	105	–	–	0.01%	256
2023 Q1	$14.6K	Hold	105	–	–	0.01%	247
2022 Q4	$14.2K	Buy	105 +5	+5%	+$627	0.01%	249
2022 Q3	$11K	Hold	100	–	–	0.01%	250
2022 Q2	$13K	Hold	100	–	–	0.01%	219
2022 Q1	$13K	Hold	100	–	–	0.01%	242
2021 Q4	$12K	Buy	+100	New	+$11.8K	0.01%	245

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

Operose Advisors's AZN Position: Q2 2026 in Review

Operose Advisors reduced its AstraZeneca (AZN) stake by 97% in Q2 2026, selling an estimated $27.5K and leaving 5 shares worth $948. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Operose Advisors first reported a position in AZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $68.1K in Q3 2023. 1,498 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Operose Advisors held 5 shares of AstraZeneca worth $948 as of Q2 2026.
Operose Advisors sold 146 AstraZeneca shares in Q2 2026, an estimated $27.5K.
AstraZeneca made up ﹤0.01% of Operose Advisors's portfolio in Q2 2026, its #488 holding.
Operose Advisors first reported a position in AstraZeneca in Q4 2021 and has held it in 19 quarters since.
Operose Advisors's AstraZeneca position peaked at $68.1K in Q3 2023.
1,498 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.