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Savvy Advisors Inc’s AstraZeneca AZN Stock Holding History

Savvy Advisors Inc’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 		$510K Buy
2,691
+318
+13% +$59.8K 0.01% 767
2026
Q1 		$468K Buy
2,373
+451
+23% +$87K 0.01% 703
2025
Q4 		$353K Buy
+1,922
New +$337K 0.01% 706
2025
Q2 		– Sell
-1,417
Closed -$208K – 651
2025
Q1 		$208K Buy
+1,417
New +$205K 0.02% 487
2024
Q4 		– Sell
-1,356
Closed -$211K – 452
2024
Q3 		$211K Buy
+1,356
New +$219K 0.04% 327

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

Savvy Advisors Inc's AZN Position: Q2 2026 in Review

Savvy Advisors Inc increased its AstraZeneca (AZN) stake by 13% in Q2 2026, buying an estimated $59.8K and bringing the position to 2,691 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #767.

Savvy Advisors Inc first reported a position in AZN in Q3 2024 and has held it in 5 quarters since. 1,507 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Savvy Advisors Inc held 2,691 shares of AstraZeneca worth $510K as of Q2 2026.
  • Savvy Advisors Inc bought 318 AstraZeneca shares in Q2 2026, an estimated $59.8K.
  • AstraZeneca made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #767 holding.
  • Savvy Advisors Inc first reported a position in AstraZeneca in Q3 2024 and has held it in 5 quarters since.
  • 1,507 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.