RIA
AZN icon

Regal Investment Advisors’s AstraZeneca AZN Stock Holding History

Regal Investment 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 		– Sell
-1,146
Closed -$226K – 651
2026
Q1 		$226K Buy
+1,146
New +$221K 0.01% 602
2022
Q2 		– Sell
-1,617
Closed -$214K – 503
2022
Q1 		$214K Sell
1,617
-402
-20% -$48.2K 0.02% 493
2021
Q4 		$235K Buy
2,019
+92
+5% +$10.8K 0.02% 488
2021
Q3 		$231K Sell
1,927
-55
-3% -$6.4K 0.02% 476
2021
Q2 		$237K Buy
+1,982
New +$217K 0.02% 471
2021
Q1 		– Sell
-2,091
Closed -$209K – 50
2020
Q4 		$209K Buy
+2,091
New +$221K 0.02% 441
2015
Q4 		– Sell
-505
Closed -$32K – 311
2015
Q3 		$32K Buy
505
+17
+3% +$1.12K 0.01% 482
2015
Q2 		$31K Buy
488
+100
+26% +$6.85K 0.01% 493
2015
Q1 		$27K Buy
388
+302
+351% +$21K 0.01% 516
2014
Q4 		$6K Sell
86
-1,000
-92% -$71.6K ﹤0.01% 712
2014
Q3 		$78K Buy
1,086
+1,001
+1,178% +$73.3K 0.02% 341
2014
Q2 		$6K Sell
85
-63
-43% -$4.55K ﹤0.01% 739
2014
Q1 		$10K Buy
148
+1
+0.7% +$65 ﹤0.01% 636
2013
Q4 		$9K Sell
147
-1
-0.7% -$54 0.01% 604
2013
Q3 		$8K Sell
148
-346
-70% -$17.4K ﹤0.01% 631
2013
Q2 		$23K Buy
+494
New +$25.2K 0.01% 430

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

Regal Investment Advisors's AZN Position: Q2 2026 in Review

Regal Investment Advisors sold out of AstraZeneca (AZN) in Q2 2026, closing a stake of 1,146 shares — an estimated $226K sold.

Regal Investment Advisors first reported a position in AZN in Q2 2013 and held it in 16 quarters. The position peaked at $237K in Q2 2021. 1,498 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Regal Investment Advisors reported no remaining AstraZeneca position as of Q2 2026 after selling out during the quarter.
  • Regal Investment Advisors sold 1,146 AstraZeneca shares in Q2 2026, an estimated $226K.
  • Regal Investment Advisors first reported a position in AstraZeneca in Q2 2013 and held it in 16 quarters.
  • Regal Investment Advisors's AstraZeneca position peaked at $237K in Q2 2021.
  • 1,498 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.