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Optivise Advisory Services’s AstraZeneca AZN Stock Holding History

Optivise 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
Q2 		$455K Buy
2,400
+50
+2% +$9.4K 0.23% 114
2026
Q1 		$463K Buy
2,350
+11
+0.5% +$2.12K 0.28% 89
2025
Q4 		$430K Buy
2,339
+2
+0.1% +$351 0.25% 102
2025
Q3 		$359K Buy
2,337
+11
+0.5% +$1.67K 0.21% 108
2025
Q2 		$325K Sell
2,326
-1
-0% -$140 0.17% 128
2025
Q1 		$342K Sell
2,327
-9
-0.4% -$1.3K 0.19% 111
2024
Q4 		$306K Buy
2,336
+10
+0.4% +$1.4K 0.17% 127
2024
Q3 		$362K Buy
2,326
+3
+0.1% +$484 0.19% 102
2024
Q2 		$362K Buy
+2,323
New +$350K 0.2% 113

Other funds holding AZN

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Optivise Advisory Services's AZN Position: Q2 2026 in Review

Optivise Advisory Services increased its AstraZeneca (AZN) stake by 2.1% in Q2 2026, buying an estimated $9.4K and bringing the position to 2,400 shares worth $455K. The position accounts for 0.23% of the portfolio, ranked #114.

Optivise Advisory Services first reported a position in AZN in Q2 2024 and has held it in 9 quarters since. The position peaked at $463K in Q1 2026. 460 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Optivise Advisory Services held 2,400 shares of AstraZeneca worth $455K as of Q2 2026.
  • Optivise Advisory Services bought 50 AstraZeneca shares in Q2 2026, an estimated $9.4K.
  • AstraZeneca made up 0.23% of Optivise Advisory Services's portfolio in Q2 2026, its #114 holding.
  • Optivise Advisory Services first reported a position in AstraZeneca in Q2 2024 and has held it in 9 quarters since.
  • Optivise Advisory Services's AstraZeneca position peaked at $463K in Q1 2026.
  • 460 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.