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Souders Financial Advisors’s AstraZeneca AZN Stock Holding History

Souders Financial 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 		$366K Sell
1,928
-77
-4% -$14.5K 0.04% 173
2026
Q1 		$395K Sell
2,005
-56
-3% -$10.8K 0.05% 161
2025
Q4 		$379K Sell
2,061
-229
-10% -$40.2K 0.04% 161
2025
Q3 		$351K Buy
2,290
+471
+26% +$71.3K 0.04% 159
2025
Q2 		$254K Buy
1,819
+375
+26% +$52.6K 0.03% 176
2025
Q1 		$212K Buy
+1,444
New +$209K 0.03% 178
2024
Q3 		– Sell
-1,308
Closed -$204K – 173
2024
Q2 		$204K Sell
1,308
-22,529
-95% -$3.39M 0.03% 159
2024
Q1 		$3.23M Buy
23,837
+2,054
+9% +$272K 0.51% 58
2023
Q4 		$2.93M Buy
21,783
+401
+2% +$52.1K 0.5% 60
2023
Q3 		$2.9M Buy
21,382
+1,778
+9% +$243K 0.56% 57
2023
Q2 		$2.81M Buy
19,604
+17,992
+1,116% +$2.65M 0.54% 57
2023
Q1 		$224K Sell
1,612
-364
-18% -$49K 0.05% 141
2022
Q4 		$268K Sell
1,976
-48
-2% -$6.02K 0.06% 139
2022
Q3 		$222K Sell
2,024
-21
-1% -$2.66K 0.06% 142
2022
Q2 		$270K Buy
2,045
+22
+1% +$2.89K 0.08% 123
2022
Q1 		$268K Buy
2,023
+244
+14% +$29.3K 0.08% 124
2021
Q4 		$207K Buy
1,779
+101
+6% +$11.9K 0.06% 132
2021
Q3 		$201K Buy
+1,678
New +$195K 0.06% 132

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

Souders Financial Advisors's AZN Position: Q2 2026 in Review

Souders Financial Advisors reduced its AstraZeneca (AZN) stake by 3.8% in Q2 2026, selling an estimated $14.5K and leaving 1,928 shares worth $366K. The position accounts for 0.04% of the portfolio, ranked #173.

Souders Financial Advisors first reported a position in AZN in Q3 2021 and has held it in 18 quarters since. The position peaked at $3.23M in Q1 2024. 1,503 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Souders Financial Advisors held 1,928 shares of AstraZeneca worth $366K as of Q2 2026.
  • Souders Financial Advisors sold 77 AstraZeneca shares in Q2 2026, an estimated $14.5K.
  • AstraZeneca made up 0.04% of Souders Financial Advisors's portfolio in Q2 2026, its #173 holding.
  • Souders Financial Advisors first reported a position in AstraZeneca in Q3 2021 and has held it in 18 quarters since.
  • Souders Financial Advisors's AstraZeneca position peaked at $3.23M in Q1 2024.
  • 1,503 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.