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Prospera Financial Services’s AstraZeneca AZN Stock Holding History

Prospera Financial 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
Q2 		$10.7M Buy
56,268
+838
+2% +$158K 0.16% 148
2026
Q1 		$10.9M Sell
55,430
-77
-0.1% -$14.8K 0.18% 127
2025
Q4 		$10.2M Sell
55,507
-2,105
-4% -$369K 0.17% 134
2025
Q3 		$8.84M Buy
57,612
+1,133
+2% +$171K 0.15% 147
2025
Q2 		$7.89M Buy
56,479
+1,137
+2% +$159K 0.15% 150
2025
Q1 		$8.14M Buy
55,342
+4,062
+8% +$588K 0.19% 124
2024
Q4 		$6.72M Sell
51,280
-344
-0.7% -$48.2K 0.16% 144
2024
Q3 		$8.04M Buy
51,624
+4,540
+10% +$733K 0.21% 107
2024
Q2 		$7.34M Buy
47,084
+13,708
+41% +$2.06M 0.2% 108
2024
Q1 		$4.52M Buy
33,376
+4,210
+14% +$557K 0.13% 164
2023
Q4 		$3.93M Buy
29,166
+20,215
+226% +$2.63M 0.13% 178
2023
Q3 		$1.21M Buy
8,951
+1,116
+14% +$152K 0.05% 381
2023
Q2 		$1.12M Sell
7,835
-42,158
-84% -$6.2M 0.04% 389
2023
Q1 		$6.94M Sell
49,993
-1,567
-3% -$211K 0.29% 87
2022
Q4 		$6.99M Sell
51,560
-19,508
-27% -$2.45M 0.35% 70
2022
Q3 		$7.79M Buy
71,068
+1,579
+2% +$200K 0.41% 42
2022
Q2 		$9.18M Buy
69,489
+17,543
+34% +$2.3M 0.47% 34
2022
Q1 		$6.89M Buy
51,946
+47,888
+1,180% +$5.74M 0.29% 69
2021
Q4 		$473K Sell
4,058
-1,502
-27% -$177K 0.02% 588
2021
Q3 		$668K Buy
5,560
+2,057
+59% +$239K 0.03% 455
2021
Q2 		$421K Sell
3,503
-50
-1% -$5.49K 0.02% 570
2021
Q1 		$354K Sell
3,553
-238
-6% -$23.9K 0.02% 574
2020
Q4 		$378K Buy
3,791
+2,519
+198% +$267K 0.03% 476
2020
Q3 		$139K Sell
1,272
-2,179
-63% -$242K 0.05% 318
2020
Q2 		$365K Buy
3,451
+53
+2% +$5.47K 0.03% 406
2020
Q1 		$303K Sell
3,398
-17
-0.5% -$1.6K 0.03% 393
2019
Q4 		$341K Sell
3,415
-6
-0.2% -$565 0.03% 454
2019
Q3 		$305K Buy
3,421
+311
+10% +$27K 0.03% 427
2019
Q2 		$256K Sell
3,110
-252
-7% -$19.8K 0.03% 440
2019
Q1 		$275K Buy
+3,362
New +$265K 0.09% 259
2015
Q1 		– Sell
-9,610
Closed -$676K – 322
2014
Q4 		$676K Buy
9,610
+180
+2% +$12.9K 0.17% 99
2014
Q3 		$674K Buy
9,430
+477
+5% +$34.9K 0.18% 86
2014
Q2 		$665K Buy
8,953
+3,640
+69% +$263K 0.18% 91
2014
Q1 		$345K Buy
+5,313
New +$343K 0.11% 143

Other funds holding AZN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Prospera Financial Services's AZN Position: Q2 2026 in Review

Prospera Financial Services increased its AstraZeneca (AZN) stake by 1.5% in Q2 2026, buying an estimated $158K and bringing the position to 56,268 shares worth $10.7M. The position accounts for 0.16% of the portfolio, ranked #148.

Prospera Financial Services first reported a position in AZN in Q1 2014 and has held it in 34 quarters since. The position peaked at $10.9M in Q1 2026. 269 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Prospera Financial Services held 56,268 shares of AstraZeneca worth $10.7M as of Q2 2026.
  • Prospera Financial Services bought 838 AstraZeneca shares in Q2 2026, an estimated $158K.
  • AstraZeneca made up 0.16% of Prospera Financial Services's portfolio in Q2 2026, its #148 holding.
  • Prospera Financial Services first reported a position in AstraZeneca in Q1 2014 and has held it in 34 quarters since.
  • Prospera Financial Services's AstraZeneca position peaked at $10.9M in Q1 2026.
  • 269 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.