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Sequoia Financial Advisors’s AstraZeneca AZN Stock Holding History

Sequoia Financial 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 		$3.85M Buy
20,324
+39
+0.2% +$7.33K 0.02% 400
2026
Q1 		$4M Buy
20,285
+439
+2% +$84.6K 0.02% 372
2025
Q4 		$3.65M Buy
19,846
+282
+1% +$49.5K 0.02% 390
2025
Q3 		$3M Buy
19,564
+918
+5% +$139K 0.02% 418
2025
Q2 		$2.61M Buy
18,646
+790
+4% +$111K 0.02% 406
2025
Q1 		$2.62M Buy
17,856
+3,409
+24% +$493K 0.02% 386
2024
Q4 		$1.89M Sell
14,447
-686
-5% -$96K 0.02% 419
2024
Q3 		$2.36M Buy
15,133
+1
+0% +$161 0.03% 346
2024
Q2 		$2.36M Buy
15,132
+889
+6% +$134K 0.03% 296
2024
Q1 		$1.93M Buy
14,243
+811
+6% +$107K 0.02% 330
2023
Q4 		$1.81M Buy
13,432
+1,275
+10% +$166K 0.02% 376
2023
Q3 		$1.65M Sell
12,157
-693
-5% -$94.7K 0.03% 252
2023
Q2 		$1.84M Buy
12,850
+1,522
+13% +$224K 0.03% 251
2023
Q1 		$1.57M Buy
11,328
+471
+4% +$63.4K 0.04% 244
2022
Q4 		$1.47M Buy
10,857
+4,760
+78% +$597K 0.04% 233
2022
Q3 		$669K Sell
6,097
-2,413
-28% -$306K 0.02% 250
2022
Q2 		$1.12M Buy
8,510
+100
+1% +$13.1K 0.03% 215
2022
Q1 		$1.11M Buy
8,410
+2,381
+39% +$286K 0.03% 245
2021
Q4 		$702K Buy
+6,029
New +$709K 0.02% 272
2021
Q3 		– Sell
-3,139
Closed -$376K – 275
2021
Q2 		$376K Buy
3,139
+188
+6% +$20.6K 0.01% 326
2021
Q1 		$293K Buy
2,951
+179
+6% +$18K 0.01% 340
2020
Q4 		$277K Buy
2,772
+472
+21% +$50K 0.01% 335
2020
Q3 		$252K Buy
2,300
+39
+2% +$4.34K 0.01% 328
2020
Q2 		$239K Buy
+2,261
New +$234K 0.01% 323

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

Sequoia Financial Advisors's AZN Position: Q2 2026 in Review

Sequoia Financial Advisors increased its AstraZeneca (AZN) stake by 0.19% in Q2 2026, buying an estimated $7.33K and bringing the position to 20,324 shares worth $3.85M. The position accounts for 0.02% of the portfolio, ranked #400.

Sequoia Financial Advisors first reported a position in AZN in Q2 2020 and has held it in 24 quarters since. The position peaked at $4M in Q1 2026. 1,507 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Sequoia Financial Advisors held 20,324 shares of AstraZeneca worth $3.85M as of Q2 2026.
  • Sequoia Financial Advisors bought 39 AstraZeneca shares in Q2 2026, an estimated $7.33K.
  • AstraZeneca made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #400 holding.
  • Sequoia Financial Advisors first reported a position in AstraZeneca in Q2 2020 and has held it in 24 quarters since.
  • Sequoia Financial Advisors's AstraZeneca position peaked at $4M in Q1 2026.
  • 1,507 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.