Resonant Capital Advisors’s AstraZeneca AZN Stock Holding History

Resonant Capital 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	$297K	Sell	1,566 -2,006	-56%	-$377K	0.01%	415
2026 Q1	$704K	Buy	3,572 +1,282	+56%	+$247K	0.04%	218
2025 Q4	$421K	Buy	2,290 +560	+32%	+$98.2K	0.02%	274
2025 Q3	$265K	Sell	1,730 -229	-12%	-$34.7K	0.02%	355
2025 Q2	$274K	Buy	1,959 +372	+23%	+$52.1K	0.02%	346
2025 Q1	$233K	Buy	+1,587	New	+$230K	0.02%	334

Other funds holding AZN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SAM

SEB Asset Management Stockholm $26.6B AUM

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Resonant Capital Advisors's AZN Position: Q2 2026 in Review

Resonant Capital Advisors reduced its AstraZeneca (AZN) stake by 56% in Q2 2026, selling an estimated $377K and leaving 1,566 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #415.

Resonant Capital Advisors first reported a position in AZN in Q1 2025 and has held it in 6 quarters since. The position peaked at $704K in Q1 2026. 843 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Resonant Capital Advisors held 1,566 shares of AstraZeneca worth $297K as of Q2 2026.
Resonant Capital Advisors sold 2,006 AstraZeneca shares in Q2 2026, an estimated $377K.
AstraZeneca made up 0.01% of Resonant Capital Advisors's portfolio in Q2 2026, its #415 holding.
Resonant Capital Advisors first reported a position in AstraZeneca in Q1 2025 and has held it in 6 quarters since.
Resonant Capital Advisors's AstraZeneca position peaked at $704K in Q1 2026.
843 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.