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Pacific Excel Wealth Advisors’s AstraZeneca AZN Stock Holding History

Pacific Excel 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 		$405K Sell
2,136
-968
-31% -$182K 0.16% 116
2026
Q1 		$612K Buy
3,104
+1,339
+76% +$258K 0.64% 55
2025
Q4 		$324K Buy
+1,765
New +$310K 0.61% 67

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pacific Excel Wealth Advisors's AZN Position: Q2 2026 in Review

Pacific Excel Wealth Advisors reduced its AstraZeneca (AZN) stake by 31% in Q2 2026, selling an estimated $182K and leaving 2,136 shares worth $405K. The position accounts for 0.16% of the portfolio, ranked #116.

Pacific Excel Wealth Advisors first reported a position in AZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $612K in Q1 2026. 1,498 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Pacific Excel Wealth Advisors held 2,136 shares of AstraZeneca worth $405K as of Q2 2026.
  • Pacific Excel Wealth Advisors sold 968 AstraZeneca shares in Q2 2026, an estimated $182K.
  • AstraZeneca made up 0.16% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #116 holding.
  • Pacific Excel Wealth Advisors first reported a position in AstraZeneca in Q4 2025 and has held it in 3 quarters since.
  • Pacific Excel Wealth Advisors's AstraZeneca position peaked at $612K in Q1 2026.
  • 1,498 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.