Principia Wealth Advisory’s AstraZeneca AZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$29K Buy
153
+47
+44% +$8.84K 0.01% 154
2026
Q1
$20.9K Buy
106
+25
+31% +$4.82K 0.01% 156
2025
Q4
$14.9K Hold
81
0.01% 170
2025
Q3
$12.4K Buy
81
+53
+189% +$8.02K 0.01% 184
2025
Q2
$3.91K Buy
+28
New +$3.92K ﹤0.01% 269

Other funds holding AZN

Principia Wealth Advisory's AZN Position: Q2 2026 in Review

Principia Wealth Advisory increased its AstraZeneca (AZN) stake by 44% in Q2 2026, buying an estimated $8.84K and bringing the position to 153 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #154.

Principia Wealth Advisory first reported a position in AZN in Q2 2025 and has held it in 5 quarters since. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Principia Wealth Advisory held 153 shares of AstraZeneca worth $29K as of Q2 2026.
  • Principia Wealth Advisory bought 47 AstraZeneca shares in Q2 2026, an estimated $8.84K.
  • AstraZeneca made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #154 holding.
  • Principia Wealth Advisory first reported a position in AstraZeneca in Q2 2025 and has held it in 5 quarters since.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.