Spinnaker Investment Group’s AstraZeneca AZN Stock Holding History

Spinnaker Investment 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	$550K	Buy	2,899 +106	+4%	+$19.9K	0.09%	91
2026 Q1	$551K	Sell	2,793 -8	-0.3%	-$1.54K	0.11%	72
2025 Q4	$515K	Buy	2,801 +11	+0.4%	+$1.93K	0.09%	82
2025 Q3	$428K	Hold	2,790	–	–	0.08%	95
2025 Q2	$390K	Sell	2,790 -87	-3%	-$12.2K	0.09%	62
2025 Q1	$423K	Buy	2,877 +87	+3%	+$12.6K	0.1%	68
2024 Q4	$366K	Hold	2,790	–	–	0.09%	65
2024 Q3	$435K	Hold	2,790	–	–	0.11%	56
2024 Q2	$435K	Hold	2,790	–	–	0.12%	58
2024 Q1	$378K	Hold	2,790	–	–	0.11%	61
2023 Q4	$376K	Hold	2,790	–	–	0.11%	61
2023 Q3	$378K	Hold	2,790	–	–	0.13%	59
2023 Q2	$399K	Sell	2,790 -110	-4%	-$16.2K	0.13%	57
2023 Q1	$403K	Hold	2,900	–	–	0.14%	55
2022 Q4	$393K	Hold	2,900	–	–	0.14%	55
2022 Q3	$318K	Sell	2,900 -1,805	-38%	-$229K	0.12%	60
2022 Q2	$622K	Hold	4,705	–	–	0.25%	30
2022 Q1	$621K	Hold	4,705	–	–	0.2%	42
2021 Q4	$560K	Buy	+4,705	New	+$554K	0.2%	48

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

Spinnaker Investment Group's AZN Position: Q2 2026 in Review

Spinnaker Investment Group increased its AstraZeneca (AZN) stake by 3.8% in Q2 2026, buying an estimated $19.9K and bringing the position to 2,899 shares worth $550K. The position accounts for 0.09% of the portfolio, ranked #91.

Spinnaker Investment Group first reported a position in AZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $622K in Q2 2022. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Spinnaker Investment Group held 2,899 shares of AstraZeneca worth $550K as of Q2 2026.
Spinnaker Investment Group bought 106 AstraZeneca shares in Q2 2026, an estimated $19.9K.
AstraZeneca made up 0.09% of Spinnaker Investment Group's portfolio in Q2 2026, its #91 holding.
Spinnaker Investment Group first reported a position in AstraZeneca in Q4 2021 and has held it in 19 quarters since.
Spinnaker Investment Group's AstraZeneca position peaked at $622K in Q2 2022.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.