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 Q3	$384K	Sell	2,378 -22	-0.9%	-$3.67K	0.19%	130
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%	+$1.66K	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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Optivise Advisory Services's AZN Position: Q3 2026 in Review

Optivise Advisory Services reduced its AstraZeneca (AZN) stake by 0.92% in Q3 2026, selling an estimated $3.67K and leaving 2,378 shares worth $384K. The position accounts for 0.19% of the portfolio, ranked #130.

Optivise Advisory Services first reported a position in AZN in Q2 2024 and has held it in 10 quarters since. The position peaked at $463K in Q1 2026. 918 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

Optivise Advisory Services held 2,378 shares of AstraZeneca worth $384K as of Q3 2026.
Optivise Advisory Services sold 22 AstraZeneca shares in Q3 2026, an estimated $3.67K.
AstraZeneca made up 0.19% of Optivise Advisory Services's portfolio in Q3 2026, its #130 holding.
Optivise Advisory Services first reported a position in AstraZeneca in Q2 2024 and has held it in 10 quarters since.
Optivise Advisory Services's AstraZeneca position peaked at $463K in Q1 2026.
918 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.