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Roehl & Yi Investment Advisors’s AstraZeneca AZN Stock Holding History

Roehl & Yi 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 		$727K Buy
3,863
+128
+3% +$24.1K 0.24% 87
2026
Q1 		$729K Buy
+3,735
New +$720K 0.27% 76

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

Roehl & Yi Investment Advisors's AZN Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its AstraZeneca (AZN) stake by 3.4% in Q2 2026, buying an estimated $24.1K and bringing the position to 3,863 shares worth $727K. The position accounts for 0.24% of the portfolio, ranked #87.

Roehl & Yi Investment Advisors first reported a position in AZN in Q1 2026 and has held it in 2 quarters since. The position peaked at $729K in Q1 2026. 1,498 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Roehl & Yi Investment Advisors held 3,863 shares of AstraZeneca worth $727K as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 128 AstraZeneca shares in Q2 2026, an estimated $24.1K.
  • AstraZeneca made up 0.24% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #87 holding.
  • Roehl & Yi Investment Advisors first reported a position in AstraZeneca in Q1 2026 and has held it in 2 quarters since.
  • Roehl & Yi Investment Advisors's AstraZeneca position peaked at $729K in Q1 2026.
  • 1,498 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

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