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Soltis Investment Advisors’s AstraZeneca AZN Stock Holding History

Soltis Investment 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 		$291K Sell
1,537
-884
-37% -$166K 0.02% 498
2026
Q1 		$478K Buy
2,421
+686
+40% +$132K 0.03% 346
2025
Q4 		$319K Buy
1,735
+38
+2% +$6.67K 0.02% 394
2025
Q3 		$260K Buy
+1,697
New +$257K 0.02% 405

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

Soltis Investment Advisors's AZN Position: Q2 2026 in Review

Soltis Investment Advisors reduced its AstraZeneca (AZN) stake by 37% in Q2 2026, selling an estimated $166K and leaving 1,537 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #498.

Soltis Investment Advisors first reported a position in AZN in Q3 2025 and has held it in 4 quarters since. The position peaked at $478K in Q1 2026. 1,507 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Soltis Investment Advisors held 1,537 shares of AstraZeneca worth $291K as of Q2 2026.
  • Soltis Investment Advisors sold 884 AstraZeneca shares in Q2 2026, an estimated $166K.
  • AstraZeneca made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #498 holding.
  • Soltis Investment Advisors first reported a position in AstraZeneca in Q3 2025 and has held it in 4 quarters since.
  • Soltis Investment Advisors's AstraZeneca position peaked at $478K in Q1 2026.
  • 1,507 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.