Richardson Financial Services’s AstraZeneca AZN Stock Holding History

Richardson 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	$128K	Buy	677 +67	+11%	+$12.6K	0.07%	204
2026 Q1	$120K	Sell	610 -29	-5%	-$5.59K	0.08%	202
2025 Q4	$118K	Buy	639 +79	+14%	+$13.9K	0.04%	212
2025 Q3	$85.8K	Buy	560 +361	+181%	+$54.6K	0.05%	224
2025 Q2	$28.4K	Buy	199 +74	+59%	+$10.4K	0.02%	310
2025 Q1	$18.3K	Buy	125 +97	+346%	+$14K	0.01%	329
2024 Q4	$3.67K	Sell	28 -30	-52%	-$4.2K	﹤0.01%	473
2024 Q3	$8.96K	Buy	58 +28	+93%	+$4.52K	0.01%	408
2024 Q2	$4.68K	Sell	30 -7	-19%	-$1.05K	﹤0.01%	445
2024 Q1	$4.95K	Buy	+37	New	+$4.9K	﹤0.01%	464

Other funds holding AZN

Evelyn Partners London $46.9B AUM

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Richardson Financial Services increased its AstraZeneca (AZN) stake by 11% in Q2 2026, buying an estimated $12.6K and bringing the position to 677 shares worth $128K. The position accounts for 0.07% of the portfolio, ranked #204.

Richardson Financial Services first reported a position in AZN in Q1 2024 and has held it in 10 quarters since. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Richardson Financial Services held 677 shares of AstraZeneca worth $128K as of Q2 2026.
Richardson Financial Services bought 67 AstraZeneca shares in Q2 2026, an estimated $12.6K.
AstraZeneca made up 0.07% of Richardson Financial Services's portfolio in Q2 2026, its #204 holding.
Richardson Financial Services first reported a position in AstraZeneca in Q1 2024 and has held it in 10 quarters since.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.