Perennial Investment Advisors’s AstraZeneca AZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$314K Buy
1,594
+490
+44% +$94.5K 0.03% 379
2025
Q4
$203K Buy
+1,104
New +$194K 0.02% 468

Other funds holding AZN

Perennial Investment Advisors's AZN Position: Q1 2026 in Review

Perennial Investment Advisors increased its AstraZeneca (AZN) stake by 44% in Q1 2026, buying an estimated $94.5K and bringing the position to 1,594 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #379.

Perennial Investment Advisors first reported a position in AZN in Q4 2025 and has held it in 2 quarters since. 1,379 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Perennial Investment Advisors held 1,594 shares of AstraZeneca worth $314K as of Q1 2026.
  • Perennial Investment Advisors bought 490 AstraZeneca shares in Q1 2026, an estimated $94.5K.
  • AstraZeneca made up 0.03% of Perennial Investment Advisors's portfolio in Q1 2026, its #379 holding.
  • Perennial Investment Advisors first reported a position in AstraZeneca in Q4 2025 and has held it in 2 quarters since.
  • 1,379 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.