SimplyRich’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.58M | Buy |
+9,773
| New | +$1.63M | 0.37% | 58 |
|
|
2026
Q2 | – | Sell |
-9,047
| Closed | -$1.78M | – | 168 |
|
|
2026
Q1 | $1.78M | Buy |
9,047
+15
| +0.2% | +$2.89K | 0.46% | 51 |
|
|
2025
Q4 | $1.66M | Buy |
9,032
+81
| +0.9% | +$14.2K | 0.43% | 56 |
|
|
2025
Q3 | $1.37M | Buy |
8,951
+20
| +0.2% | +$3.03K | 0.37% | 67 |
|
|
2025
Q2 | $1.25M | Buy |
8,931
+414
| +5% | +$58K | 0.35% | 74 |
|
|
2025
Q1 | $1.25M | Buy |
8,517
+52
| +0.6% | +$7.52K | 0.36% | 67 |
|
|
2024
Q4 | $1.11M | Hold |
8,465
| – | – | 0.32% | 77 |
|
|
2024
Q3 | $1.32M | Hold |
8,465
| – | – | 0.37% | 64 |
|
|
2024
Q2 | $1.32M | Hold |
8,465
| – | – | 0.42% | 55 |
|
|
2024
Q1 | $1.15M | Hold |
8,465
| – | – | 0.37% | 66 |
|
|
2023
Q4 | $1.14M | Hold |
8,465
| – | – | 0.39% | 63 |
|
|
2023
Q3 | $1.15M | Hold |
8,465
| – | – | 0.56% | 46 |
|
|
2023
Q2 | $1.21M | Hold |
8,465
| – | – | 0.43% | 59 |
|
|
2023
Q1 | $1.18M | Hold |
8,465
| – | – | 0.44% | 59 |
|
|
2022
Q4 | $1.15M | Hold |
8,465
| – | – | 0.46% | 57 |
|
|
2022
Q3 | $928K | Hold |
8,465
| – | – | 0.42% | 60 |
|
|
2022
Q2 | $1.12M | Hold |
8,465
| – | – | 0.46% | 54 |
|
|
2022
Q1 | $1.12M | Hold |
8,465
| – | – | 0.39% | 68 |
|
|
2021
Q4 | $986K | Hold |
8,465
| – | – | 0.33% | 80 |
|
|
2021
Q3 | $1.02M | Hold |
8,465
| – | – | 0.37% | 71 |
|
|
2021
Q2 | $1.01M | Hold |
8,465
| – | – | 0.47% | 65 |
|
|
2021
Q1 | $842K | Hold |
8,465
| – | – | 0.33% | 81 |
|
|
2020
Q4 | $846K | Hold |
8,465
| – | – | 0.38% | 69 |
|
|
2020
Q3 | $928K | Hold |
8,465
| – | – | 0.47% | 53 |
|
|
2020
Q2 | $896K | Hold |
8,465
| – | – | 0.49% | 51 |
|
|
2020
Q1 | $754K | Hold |
8,465
| – | – | 0.5% | 53 |
|
|
2019
Q4 | $847K | Hold |
8,465
| – | – | 0.43% | 67 |
|
|
2019
Q3 | $767K | Hold |
8,465
| – | – | 0.42% | 70 |
|
|
2019
Q2 | $699K | Hold |
8,465
| – | – | 0.39% | 73 |
|
|
2019
Q1 | $684K | Hold |
8,465
| – | – | 0.56% | 49 |
|
|
2018
Q4 | $639K | Hold |
8,465
| – | – | 0.59% | 52 |
|
|
2018
Q3 | $670K | Hold |
8,465
| – | – | 0.37% | 84 |
|
|
2018
Q2 | $594K | Hold |
8,465
| – | – | 0.34% | 97 |
|
|
2018
Q1 | $592K | Hold |
8,465
| – | – | 0.33% | 102 |
|
|
2017
Q4 | $587K | Buy |
+8,465
| New | +$571K | 0.33% | 106 |
|
Other funds holding AZN
SimplyRich's AZN Position: Q3 2026 in Review
SimplyRich opened a new position in AstraZeneca (AZN) in Q3 2026: 9,773 shares worth $1.58M. The stake represents 0.37% of the portfolio and ranks #58 among its holdings. This is a return to the name: SimplyRich previously reported a position in AZN as recently as Q1 2026.
SimplyRich first reported a position in AZN in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.78M in Q1 2026. 929 funds tracked by Wall St. Rank hold AZN as of Q3 2026.
- SimplyRich held 9,773 shares of AstraZeneca worth $1.58M as of Q3 2026.
- AstraZeneca was a new SimplyRich position in Q3 2026.
- AstraZeneca made up 0.37% of SimplyRich's portfolio in Q3 2026, its #58 holding.
- SimplyRich first reported a position in AstraZeneca in Q4 2017 and has held it in 35 quarters since.
- SimplyRich's AstraZeneca position peaked at $1.78M in Q1 2026.
- 929 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.
Based on SimplyRich's 13F filing for Q3 2026, filed 6 Nov 2026.