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Sound View Wealth Advisors Group’s AstraZeneca AZN Stock Holding History

Sound View Wealth Advisors Group’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 		$4.33M Sell
22,836
-34
-0.1% -$6.39K 0.27% 87
2026
Q1 		$4.51M Sell
22,870
-683
-3% -$132K 0.31% 76
2025
Q4 		$4.33M Buy
23,553
+157
+0.7% +$27.5K 0.29% 80
2025
Q3 		$3.59M Buy
23,396
+629
+3% +$95.2K 0.25% 90
2025
Q2 		$3.18M Buy
22,767
+1,122
+5% +$157K 0.24% 96
2025
Q1 		$3.18M Buy
21,645
+1,359
+7% +$197K 0.26% 87
2024
Q4 		$2.66M Buy
20,286
+10,568
+109% +$1.48M 0.21% 98
2024
Q3 		$1.51M Buy
9,718
+294
+3% +$47.5K 0.12% 144
2024
Q2 		$1.47M Sell
9,424
-283
-3% -$42.6K 0.15% 130
2024
Q1 		$1.32M Sell
9,707
-1,225
-11% -$162K 0.14% 140
2023
Q4 		$1.47M Sell
10,932
-222
-2% -$28.9K 0.16% 129
2023
Q3 		$1.51M Buy
11,154
+243
+2% +$33.2K 0.19% 112
2023
Q2 		$1.56M Sell
10,911
-616
-5% -$90.6K 0.2% 106
2023
Q1 		$1.6M Buy
11,527
+595
+5% +$80.1K 0.22% 103
2022
Q4 		$1.47M Buy
10,932
+65
+0.6% +$8.15K 0.16% 129
2022
Q3 		$1.19M Sell
10,867
-207
-2% -$26.3K 0.27% 96
2022
Q2 		$1.46M Buy
11,074
+425
+4% +$55.8K 0.31% 83
2022
Q1 		$1.41M Buy
10,649
+25
+0.2% +$3K 0.27% 93
2021
Q4 		$1.24M Sell
10,624
-310
-3% -$36.5K 0.23% 104
2021
Q3 		$1.31M Sell
10,934
-204
-2% -$23.7K 0.27% 91
2021
Q2 		$1.33M Sell
11,138
-712
-6% -$78.1K 0.28% 92
2021
Q1 		$1.18M Buy
11,850
+170
+1% +$17.1K 0.27% 92
2020
Q4 		$1.17M Sell
11,680
-96
-0.8% -$10.2K 0.29% 90
2020
Q3 		$1.29M Sell
11,776
-397
-3% -$44.2K 0.34% 83
2020
Q2 		$1.29M Sell
12,173
-597
-5% -$61.7K 0.36% 78
2020
Q1 		$1.14M Sell
12,770
-869
-6% -$81.8K 0.39% 74
2019
Q4 		$1.36M Sell
13,639
-2,557
-16% -$241K 0.38% 80
2019
Q3 		$1.44M Sell
16,196
-1,180
-7% -$102K 0.43% 73
2019
Q2 		$1.44M Buy
+17,376
New +$1.36M 0.42% 70

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

Sound View Wealth Advisors Group's AZN Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its AstraZeneca (AZN) stake by 0.15% in Q2 2026, selling an estimated $6.39K and leaving 22,836 shares worth $4.33M. The position accounts for 0.27% of the portfolio, ranked #87.

Sound View Wealth Advisors Group first reported a position in AZN in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.51M in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Sound View Wealth Advisors Group held 22,836 shares of AstraZeneca worth $4.33M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 34 AstraZeneca shares in Q2 2026, an estimated $6.39K.
  • AstraZeneca made up 0.27% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #87 holding.
  • Sound View Wealth Advisors Group first reported a position in AstraZeneca in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's AstraZeneca position peaked at $4.51M in Q1 2026.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.