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Spartan Wealth Advisory Services LLC’s AstraZeneca AZN Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$2.01M Sell
10,586
-332
-3% -$62.4K 0.16% 118
2026
Q1 		$2.15M Buy
+10,918
New +$2.11M 0.19% 107

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

Spartan Wealth Advisory Services LLC's AZN Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its AstraZeneca (AZN) stake by 3% in Q2 2026, selling an estimated $62.4K and leaving 10,586 shares worth $2.01M. The position accounts for 0.16% of the portfolio, ranked #118.

Spartan Wealth Advisory Services LLC first reported a position in AZN in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.15M in Q1 2026. 1,487 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 10,586 shares of AstraZeneca worth $2.01M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 332 AstraZeneca shares in Q2 2026, an estimated $62.4K.
  • AstraZeneca made up 0.16% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #118 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in AstraZeneca in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's AstraZeneca position peaked at $2.15M in Q1 2026.
  • 1,487 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.