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Sowell Financial Services’s AstraZeneca AZN Stock Holding History

Sowell Financial Services’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 		$1.69M Buy
8,906
+813
+10% +$153K 0.06% 351
2026
Q1 		$1.6M Sell
8,093
-444
-5% -$85.6K 0.06% 344
2025
Q4 		$1.57M Sell
8,537
-671
-7% -$118K 0.06% 328
2025
Q3 		$1.41M Buy
9,208
+932
+11% +$141K 0.05% 349
2025
Q2 		$1.16M Buy
8,276
+116
+1% +$16.3K 0.05% 377
2025
Q1 		$1.2M Buy
8,160
+328
+4% +$47.5K 0.05% 342
2024
Q4 		$1.03M Buy
+7,832
New +$1.1M 0.05% 307
2023
Q3 		– Sell
-6,699
Closed -$959K – 512
2023
Q2 		$959K Buy
6,699
+2,229
+50% +$328K 0.05% 365
2023
Q1 		$621K Sell
4,470
-1,016
-19% -$137K 0.05% 400
2022
Q4 		$744K Buy
+5,486
New +$688K 0.05% 364
2022
Q1 		– Sell
-5,113
Closed -$596K – 193
2021
Q4 		$596K Buy
+5,113
New +$602K 0.03% 411
2021
Q2 		– Sell
-4,361
Closed -$466K – 715
2021
Q1 		$466K Sell
4,361
-20,964
-83% -$2.11M 0.02% 670
2020
Q4 		$2.61M Buy
25,325
+931
+4% +$98.6K 0.11% 164
2020
Q3 		$2.66M Buy
24,394
+21,503
+744% +$2.39M 0.13% 138
2020
Q2 		$306K Sell
2,891
-229
-7% -$23.7K 0.02% 589
2020
Q1 		$279K Sell
3,120
-104
-3% -$9.79K 0.02% 567
2019
Q4 		$321K Sell
3,224
-224
-6% -$21.1K 0.02% 575
2019
Q3 		$307K Buy
+3,448
New +$299K 0.03% 530
2017
Q1 		– Sell
-1,311
Closed -$76K – 277
2016
Q4 		$76K Buy
+1,311
New +$74.4K 0.03% 292

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

Sowell Financial Services's AZN Position: Q2 2026 in Review

Sowell Financial Services increased its AstraZeneca (AZN) stake by 10% in Q2 2026, buying an estimated $153K and bringing the position to 8,906 shares worth $1.69M. The position accounts for 0.06% of the portfolio, ranked #351.

Sowell Financial Services first reported a position in AZN in Q4 2016 and has held it in 19 quarters since. The position peaked at $2.66M in Q3 2020. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Sowell Financial Services held 8,906 shares of AstraZeneca worth $1.69M as of Q2 2026.
  • Sowell Financial Services bought 813 AstraZeneca shares in Q2 2026, an estimated $153K.
  • AstraZeneca made up 0.06% of Sowell Financial Services's portfolio in Q2 2026, its #351 holding.
  • Sowell Financial Services first reported a position in AstraZeneca in Q4 2016 and has held it in 19 quarters since.
  • Sowell Financial Services's AstraZeneca position peaked at $2.66M in Q3 2020.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.