South Street Advisors’s AstraZeneca AZN Stock Holding History

South Street 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	$322K	Sell	1,700 -362	-18%	-$68.1K	0.04%	65
2026 Q1	$407K	Sell	2,062 -1	-0%	-$193	0.06%	60
2025 Q4	$379K	Hold	2,063	–	–	0.05%	62
2025 Q3	$316K	Buy	+2,063	New	+$312K	0.04%	66

Other funds holding AZN

Evelyn Partners London $46.9B AUM

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

South Street Advisors's AZN Position: Q2 2026 in Review

South Street Advisors reduced its AstraZeneca (AZN) stake by 18% in Q2 2026, selling an estimated $68.1K and leaving 1,700 shares worth $322K. The position accounts for 0.04% of the portfolio, ranked #65.

South Street Advisors first reported a position in AZN in Q3 2025 and has held it in 4 quarters since. The position peaked at $407K in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

South Street Advisors held 1,700 shares of AstraZeneca worth $322K as of Q2 2026.
South Street Advisors sold 362 AstraZeneca shares in Q2 2026, an estimated $68.1K.
AstraZeneca made up 0.04% of South Street Advisors's portfolio in Q2 2026, its #65 holding.
South Street Advisors first reported a position in AstraZeneca in Q3 2025 and has held it in 4 quarters since.
South Street Advisors's AstraZeneca position peaked at $407K in Q1 2026.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

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