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Principal Securities’s AstraZeneca AZN Stock Holding History

Principal Securities’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 		$6.35M Buy
33,467
+2,966
+10% +$558K 0.08% 231
2026
Q1 		$6.02M Buy
30,501
+737
+2% +$142K 0.09% 216
2025
Q4 		$5.47M Buy
29,764
+1,187
+4% +$208K 0.08% 225
2025
Q3 		$4.38M Buy
28,577
+5,329
+23% +$807K 0.07% 256
2025
Q2 		$3.25M Buy
23,248
+9,221
+66% +$1.29M 0.06% 287
2025
Q1 		$1.84M Buy
14,027
+71
+0.5% +$10.3K 0.04% 387
2024
Q4 		$1.83M Buy
13,956
+1,245
+10% +$174K 0.04% 385
2024
Q3 		$1.98M Buy
12,711
+1,890
+17% +$305K 0.05% 352
2024
Q2 		$1.69M Buy
10,821
+1,034
+11% +$156K 0.05% 340
2024
Q1 		$1.33M Sell
9,787
-325
-3% -$43K 0.04% 381
2023
Q4 		$1.36M Buy
+10,112
New +$1.31M 0.05% 333

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

Principal Securities's AZN Position: Q2 2026 in Review

Principal Securities increased its AstraZeneca (AZN) stake by 9.7% in Q2 2026, buying an estimated $558K and bringing the position to 33,467 shares worth $6.35M. The position accounts for 0.08% of the portfolio, ranked #231.

Principal Securities first reported a position in AZN in Q4 2023 and has held it in 11 quarters since. 1,503 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Principal Securities held 33,467 shares of AstraZeneca worth $6.35M as of Q2 2026.
  • Principal Securities bought 2,966 AstraZeneca shares in Q2 2026, an estimated $558K.
  • AstraZeneca made up 0.08% of Principal Securities's portfolio in Q2 2026, its #231 holding.
  • Principal Securities first reported a position in AstraZeneca in Q4 2023 and has held it in 11 quarters since.
  • 1,503 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.