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Simon Quick Advisors’s AstraZeneca AZN Stock Holding History

Simon Quick 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 		$331K Sell
1,747
-104
-6% -$19.6K 0.01% 315
2026
Q1 		$365K Sell
1,851
-589
-24% -$114K 0.02% 282
2025
Q4 		$449K Buy
2,440
+397
+19% +$69.6K 0.02% 262
2025
Q3 		$313K Buy
2,043
+228
+13% +$34.5K 0.01% 318
2025
Q2 		$254K Sell
1,815
-2,170
-54% -$304K 0.01% 316
2025
Q1 		$586K Buy
3,985
+1,195
+43% +$173K 0.03% 262
2024
Q4 		$366K Sell
2,790
-387
-12% -$54.2K 0.02% 317
2024
Q3 		$495K Buy
3,177
+96
+3% +$15.5K 0.03% 243
2024
Q2 		$481K Buy
3,081
+780
+34% +$117K 0.03% 225
2024
Q1 		$312K Buy
2,301
+143
+7% +$18.9K 0.02% 283
2023
Q4 		$291K Sell
2,158
-21
-1% -$2.73K 0.03% 245
2023
Q3 		$295K Sell
2,179
-248
-10% -$33.9K 0.03% 237
2023
Q2 		$347K Buy
2,427
+379
+19% +$55.8K 0.03% 193
2023
Q1 		$284K Buy
2,048
+346
+20% +$46.6K 0.03% 218
2022
Q4 		$231K Buy
+1,702
New +$213K 0.03% 211
2021
Q2 		– Sell
-51
Closed -$5K – 443
2021
Q1 		$5K Buy
51
+1
+2% +$101 ﹤0.01% 413
2020
Q4 		$5K Sell
50
-221
-82% -$23.4K ﹤0.01% 397
2020
Q3 		$30K Buy
+271
New +$30.1K 0.01% 265
2020
Q1 		– Sell
-485
Closed -$48K – 492
2019
Q4 		$48K Buy
485
+455
+1,517% +$42.8K 0.02% 227
2019
Q3 		$3K Hold
30
– – ﹤0.01% 329
2019
Q2 		$2.48K Buy
+30
New +$2.35K ﹤0.01% 348
2018
Q1 		– Sell
-75
Closed -$5K – 318
2017
Q4 		$5K Buy
+75
New +$5.06K ﹤0.01% 362

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

Simon Quick Advisors's AZN Position: Q2 2026 in Review

Simon Quick Advisors reduced its AstraZeneca (AZN) stake by 5.6% in Q2 2026, selling an estimated $19.6K and leaving 1,747 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #315.

Simon Quick Advisors first reported a position in AZN in Q4 2017 and has held it in 22 quarters since. The position peaked at $586K in Q1 2025. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Simon Quick Advisors held 1,747 shares of AstraZeneca worth $331K as of Q2 2026.
  • Simon Quick Advisors sold 104 AstraZeneca shares in Q2 2026, an estimated $19.6K.
  • AstraZeneca made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #315 holding.
  • Simon Quick Advisors first reported a position in AstraZeneca in Q4 2017 and has held it in 22 quarters since.
  • Simon Quick Advisors's AstraZeneca position peaked at $586K in Q1 2025.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.