Steward Partners Investment Advisory’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.95M | Buy |
31,394
+720
| +2% | +$135K | 0.03% | 499 |
|
|
2026
Q1 | $6.05M | Buy |
30,674
+3,137
| +11% | +$605K | 0.03% | 448 |
|
|
2025
Q4 | $5.06M | Buy |
27,537
+920
| +3% | +$161K | 0.03% | 465 |
|
|
2025
Q3 | $4.08M | Buy |
26,617
+1,156
| +5% | +$175K | 0.02% | 529 |
|
|
2025
Q2 | $3.56M | Buy |
25,461
+484
| +2% | +$67.8K | 0.03% | 516 |
|
|
2025
Q1 | $3.67M | Buy |
24,977
+2,446
| +11% | +$354K | 0.03% | 477 |
|
|
2024
Q4 | $2.95M | Sell |
22,531
-24,590
| -52% | -$3.44M | 0.03% | 517 |
|
|
2024
Q3 | $7.34M | Buy |
47,121
+115
| +0.2% | +$18.6K | 0.07% | 280 |
|
|
2024
Q2 | $7.33M | Buy |
47,006
+466
| +1% | +$70.1K | 0.08% | 255 |
|
|
2024
Q1 | $6.31M | Buy |
46,540
+2,165
| +5% | +$287K | 0.07% | 283 |
|
|
2023
Q4 | $5.98M | Sell |
44,375
-348
| -0.8% | -$45.2K | 0.08% | 246 |
|
|
2023
Q3 | $6.06M | Buy |
44,723
+239
| +0.5% | +$32.6K | 0.09% | 229 |
|
|
2023
Q2 | $6.37M | Buy |
44,484
+701
| +2% | +$103K | 0.1% | 224 |
|
|
2023
Q1 | $6.08M | Sell |
43,783
-7,168
| -14% | -$964K | 0.1% | 223 |
|
|
2022
Q4 | $6.91M | Sell |
50,951
-1,000
| -2% | -$125K | 0.12% | 192 |
|
|
2022
Q3 | $5.7M | Buy |
51,951
+550
| +1% | +$69.8K | 0.11% | 211 |
|
|
2022
Q2 | $6.79M | Buy |
51,401
+20
| +0% | +$2.62K | 0.12% | 186 |
|
|
2022
Q1 | $6.82M | Buy |
51,381
+1,416
| +3% | +$170K | 0.11% | 206 |
|
|
2021
Q4 | $5.82M | Buy |
49,965
+851
| +2% | +$100K | 0.09% | 236 |
|
|
2021
Q3 | $5.9M | Buy |
49,114
+3,041
| +7% | +$354K | 0.1% | 220 |
|
|
2021
Q2 | $5.52M | Buy |
46,073
+1,561
| +4% | +$171K | 0.09% | 226 |
|
|
2021
Q1 | $4.43M | Buy |
44,512
+6,063
| +16% | +$610K | 0.08% | 270 |
|
|
2020
Q4 | $3.84M | Buy |
38,449
+25,291
| +192% | +$2.68M | 0.08% | 243 |
|
|
2020
Q3 | $1.44M | Buy |
13,158
+1,049
| +9% | +$117K | 0.04% | 385 |
|
|
2020
Q2 | $1.28M | Buy |
12,109
+520
| +4% | +$53.7K | 0.04% | 391 |
|
|
2020
Q1 | $1.03M | Sell |
11,589
-50
| -0.4% | -$4.71K | 0.04% | 378 |
|
|
2019
Q4 | $1.16M | Buy |
11,639
+1,313
| +13% | +$124K | 0.03% | 413 |
|
|
2019
Q3 | $920K | Buy |
10,326
+138
| +1% | +$12K | 0.03% | 432 |
|
|
2019
Q2 | $841K | Buy |
10,188
+523
| +5% | +$41K | 0.03% | 424 |
|
|
2019
Q1 | $781K | Sell |
9,665
-773
| -7% | -$60.9K | 0.03% | 413 |
|
|
2018
Q4 | $792K | Buy |
10,438
+653
| +7% | +$51K | 0.04% | 379 |
|
|
2018
Q3 | $774K | Buy |
9,785
+979
| +11% | +$74K | 0.04% | 405 |
|
|
2018
Q2 | $618K | Buy |
8,806
+698
| +9% | +$50.2K | 0.04% | 417 |
|
|
2018
Q1 | $567K | Buy |
8,108
+693
| +9% | +$48K | 0.04% | 392 |
|
|
2017
Q4 | $514K | Buy |
7,415
+346
| +5% | +$23.3K | 0.04% | 351 |
|
|
2017
Q3 | $478K | Sell |
7,069
-260
| -4% | -$16.4K | 0.05% | 304 |
|
|
2017
Q2 | $499K | Buy |
7,329
+2,140
| +41% | +$140K | 0.06% | 272 |
|
|
2017
Q1 | $323K | Buy |
5,189
+1,190
| +30% | +$69.3K | 0.05% | 261 |
|
|
2016
Q4 | $218K | Buy |
+3,999
| New | +$227K | 0.1% | 173 |
|
Other funds holding AZN
EP
IA
Steward Partners Investment Advisory's AZN Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its AstraZeneca (AZN) stake by 2.3% in Q2 2026, buying an estimated $135K and bringing the position to 31,394 shares worth $5.95M. The position accounts for 0.03% of the portfolio, ranked #499.
Steward Partners Investment Advisory first reported a position in AZN in Q4 2016 and has held it in 39 quarters since. The position peaked at $7.34M in Q3 2024. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.
- Steward Partners Investment Advisory held 31,394 shares of AstraZeneca worth $5.95M as of Q2 2026.
- Steward Partners Investment Advisory bought 720 AstraZeneca shares in Q2 2026, an estimated $135K.
- AstraZeneca made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #499 holding.
- Steward Partners Investment Advisory first reported a position in AstraZeneca in Q4 2016 and has held it in 39 quarters since.
- Steward Partners Investment Advisory's AstraZeneca position peaked at $7.34M in Q3 2024.
- 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.