Sittner & Nelson’s AstraZeneca AZN Stock Holding History

Sittner & Nelson’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	$1.02M	Buy	5,388 +26	+0.5%	+$4.89K	0.32%	70
2026 Q1	$1.06M	Buy	+5,362	New	+$1.03M	0.39%	60
2025 Q4	–	Sell	-5,613	Closed	-$861K	–	533
2025 Q3	$861K	Hold	5,613	–	–	0.31%	58
2025 Q2	$784K	Hold	5,613	–	–	0.32%	61
2025 Q1	$825K	Hold	5,613	–	–	0.35%	50
2024 Q4	$735K	Buy	5,613 +125	+2%	+$17.5K	0.32%	54
2024 Q3	$855K	Hold	5,488	–	–	0.38%	48
2024 Q2	$856K	Hold	5,488	–	–	0.42%	47
2024 Q1	$744K	Sell	5,488 -250	-4%	-$33.1K	0.37%	51
2023 Q4	$773K	Sell	5,738 -132	-2%	-$17.2K	0.41%	46
2023 Q3	$795K	Buy	5,870 +2	+0%	+$273	0.46%	41
2023 Q2	$840K	Sell	5,868 -423	-7%	-$62.2K	0.46%	41
2023 Q1	$873K	Buy	6,291 +354	+6%	+$47.6K	0.5%	42
2022 Q4	$805K	Hold	5,937	–	–	0.49%	41
2022 Q3	$651K	Buy	5,937 +2	+0%	+$254	0.44%	45
2022 Q2	$784K	Hold	5,935	–	–	0.51%	41
2022 Q1	$787K	Hold	5,935	–	–	0.46%	42
2021 Q4	$691K	Hold	5,935	–	–	0.4%	50
2021 Q3	$713K	Hold	5,935	–	–	0.46%	46
2021 Q2	$711K	Sell	5,935 -408	-6%	-$44.8K	0.5%	42
2021 Q1	$631K	Hold	6,343	–	–	0.47%	43
2020 Q4	$634K	Buy	+6,343	New	+$672K	0.57%	41

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

Sittner & Nelson's AZN Position: Q2 2026 in Review

Sittner & Nelson increased its AstraZeneca (AZN) stake by 0.48% in Q2 2026, buying an estimated $4.89K and bringing the position to 5,388 shares worth $1.02M. The position accounts for 0.32% of the portfolio, ranked #70.

Sittner & Nelson first reported a position in AZN in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.06M in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Sittner & Nelson held 5,388 shares of AstraZeneca worth $1.02M as of Q2 2026.
Sittner & Nelson bought 26 AstraZeneca shares in Q2 2026, an estimated $4.89K.
AstraZeneca made up 0.32% of Sittner & Nelson's portfolio in Q2 2026, its #70 holding.
Sittner & Nelson first reported a position in AstraZeneca in Q4 2020 and has held it in 22 quarters since.
Sittner & Nelson's AstraZeneca position peaked at $1.06M in Q1 2026.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.