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Sound Income Strategies’s AstraZeneca AZN Stock Holding History

Sound Income Strategies’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 		– Sell
-788
Closed -$158K – 635
2026
Q1 		$158K Sell
788
-3
-0.4% -$578 0.01% 469
2025
Q4 		$149K Buy
791
+278
+54% +$48.8K 0.01% 486
2025
Q3 		$87.2K Buy
513
+77
+18% +$11.7K ﹤0.01% 430
2025
Q2 		$60.9K Sell
436
-10
-2% -$1.4K ﹤0.01% 480
2025
Q1 		$65.6K Sell
446
-39
-8% -$5.64K ﹤0.01% 454
2024
Q4 		$63.6K Buy
485
+42
+9% +$5.88K ﹤0.01% 422
2024
Q3 		$69K Sell
443
-63
-12% -$10.2K ﹤0.01% 396
2024
Q2 		$78.9K Sell
506
-37
-7% -$5.57K ﹤0.01% 372
2024
Q1 		$73.6K Hold
543
– – 0.01% 361
2023
Q4 		$73.1K Buy
+543
New +$70.6K 0.01% 343
2023
Q2 		– Sell
-43
Closed -$5.9K – 1115
2023
Q1 		$5.9K Sell
43
-65
-60% -$8.74K ﹤0.01% 675
2022
Q4 		$14.6K Buy
108
+65
+151% +$8.15K ﹤0.01% 447
2022
Q3 		$5K Buy
43
+38
+760% +$4.82K ﹤0.01% 577
2022
Q2 		$1K Hold
5
– – ﹤0.01% 775
2022
Q1 		$1K Buy
+5
New +$600 ﹤0.01% 768
2021
Q1 		– Sell
-59
Closed -$6K – 973
2020
Q4 		$6K Hold
59
– – ﹤0.01% 544
2020
Q3 		$6K Hold
59
– – ﹤0.01% 503
2020
Q2 		$6K Hold
59
– – ﹤0.01% 469
2020
Q1 		$5K Hold
59
– – ﹤0.01% 442
2019
Q4 		$6K Hold
59
– – ﹤0.01% 418
2019
Q3 		$5K Buy
+59
New +$5.12K ﹤0.01% 410
2019
Q2 		– Sell
-22
Closed -$2K – 665
2019
Q1 		$2K Buy
+22
New +$1.73K ﹤0.01% 536
2018
Q3 		– Sell
-255
Closed -$18K – 693
2018
Q2 		$18K Buy
+255
New +$18.3K 0.01% 224

Other funds holding AZN

EPGL
Evelyn Partners Group Ltd London $46.9B 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
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Sound Income Strategies's AZN Position: Q2 2026 in Review

Sound Income Strategies sold out of AstraZeneca (AZN) in Q2 2026, closing a stake of 788 shares — an estimated $158K sold.

Sound Income Strategies first reported a position in AZN in Q2 2018 and held it in 23 quarters. The position peaked at $158K in Q1 2026. 1,087 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Sound Income Strategies reported no remaining AstraZeneca position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 788 AstraZeneca shares in Q2 2026, an estimated $158K.
  • Sound Income Strategies first reported a position in AstraZeneca in Q2 2018 and held it in 23 quarters.
  • Sound Income Strategies's AstraZeneca position peaked at $158K in Q1 2026.
  • 1,087 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.