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SOA Wealth Advisors’s AstraZeneca AZN Stock Holding History

SOA Wealth 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 		$42.8K Buy
+21,280
New +$4M 0.01% 420
2026
Q1 		– Sell
-116
Closed -$21.3K – 869
2025
Q4 		$21.3K Sell
116
-59
-34% -$10.3K ﹤0.01% 495
2025
Q3 		$26.8K Buy
175
+60
+52% +$9.08K ﹤0.01% 468
2025
Q2 		$16.1K Hold
115
– – ﹤0.01% 541
2025
Q1 		$16.9K Buy
115
+1
+0.9% +$145 ﹤0.01% 497
2024
Q4 		$14.9K Hold
114
– – ﹤0.01% 500
2024
Q3 		$17.7K Buy
114
+1
+0.9% +$161 ﹤0.01% 463
2024
Q2 		$17.6K Sell
113
-1
-0.9% -$150 ﹤0.01% 458
2024
Q1 		$15.4K Buy
114
+2
+2% +$265 ﹤0.01% 477
2023
Q4 		$15.1K Hold
112
– – ﹤0.01% 468
2023
Q3 		$15.2K Hold
112
– – ﹤0.01% 466
2023
Q2 		$15.9K Hold
112
– – ﹤0.01% 463
2023
Q1 		$15.5K Buy
112
+2
+2% +$269 ﹤0.01% 472
2022
Q4 		$14.9K Hold
110
– – ﹤0.01% 458
2022
Q3 		$12K Hold
110
– – ﹤0.01% 475
2022
Q2 		$14K Sell
110
-14
-11% -$1.84K ﹤0.01% 438
2022
Q1 		$16K Buy
124
+2
+2% +$240 ﹤0.01% 501
2021
Q4 		$14K Hold
122
– – ﹤0.01% 508
2021
Q3 		$14K Sell
122
-123
-50% -$14.3K ﹤0.01% 513
2021
Q2 		$29K Sell
245
-76
-24% -$8.34K 0.01% 393
2021
Q1 		$31K Sell
321
-69
-18% -$6.94K 0.01% 325
2020
Q4 		$38K Buy
+390
New +$41.3K 0.01% 298

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

SOA Wealth Advisors's AZN Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in AstraZeneca (AZN) in Q2 2026: 21,280 shares worth $42.8K. The stake represents 0.01% of the portfolio and ranks #420 among its holdings. This is a return to the name: SOA Wealth Advisors previously reported a position in AZN as recently as Q4 2025.

SOA Wealth Advisors first reported a position in AZN in Q4 2020 and has held it in 22 quarters since. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • SOA Wealth Advisors held 21,280 shares of AstraZeneca worth $42.8K as of Q2 2026.
  • AstraZeneca was a new SOA Wealth Advisors position in Q2 2026.
  • AstraZeneca made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #420 holding.
  • SOA Wealth Advisors first reported a position in AstraZeneca in Q4 2020 and has held it in 22 quarters since.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.