SageView Advisory Group’s AstraZeneca AZN Stock Holding History

SageView Advisory Group’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	$371K	Sell	1,954 -8	-0.4%	-$1.5K	0.01%	432
2026 Q1	$387K	Sell	1,962 -10,286	-84%	-$1.98M	0.01%	404
2025 Q4	$2.25M	Buy	12,248 +453	+4%	+$79.4K	0.08%	140
2025 Q3	$1.81M	Buy	+11,795	New	+$1.79M	0.06%	171
2024 Q3	–	Sell	-1,485	Closed	-$232K	–	513
2024 Q2	$232K	Sell	1,485 -274	-16%	-$41.2K	0.01%	506
2024 Q1	$238K	Sell	1,759 -1,489	-46%	-$197K	0.01%	473
2023 Q4	$436K	Buy	+3,248	New	+$422K	0.02%	420

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

SageView Advisory Group's AZN Position: Q2 2026 in Review

SageView Advisory Group reduced its AstraZeneca (AZN) stake by 0.41% in Q2 2026, selling an estimated $1.5K and leaving 1,954 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #432.

SageView Advisory Group first reported a position in AZN in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.25M in Q4 2025. 1,504 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

SageView Advisory Group held 1,954 shares of AstraZeneca worth $371K as of Q2 2026.
SageView Advisory Group sold 8 AstraZeneca shares in Q2 2026, an estimated $1.5K.
AstraZeneca made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #432 holding.
SageView Advisory Group first reported a position in AstraZeneca in Q4 2023 and has held it in 7 quarters since.
SageView Advisory Group's AstraZeneca position peaked at $2.25M in Q4 2025.
1,504 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.