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Strategic Investment Advisors’s AstraZeneca AZN Stock Holding History

Strategic Investment 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 		$190K Sell
1,002
-213
-18% -$40.1K 0.01% 321
2026
Q1 		$240K Buy
+1,215
New +$234K 0.02% 286

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

Strategic Investment Advisors's AZN Position: Q2 2026 in Review

Strategic Investment Advisors reduced its AstraZeneca (AZN) stake by 18% in Q2 2026, selling an estimated $40.1K and leaving 1,002 shares worth $190K. The position accounts for 0.01% of the portfolio, ranked #321.

Strategic Investment Advisors first reported a position in AZN in Q1 2026 and has held it in 2 quarters since. The position peaked at $240K in Q1 2026. 1,498 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Strategic Investment Advisors held 1,002 shares of AstraZeneca worth $190K as of Q2 2026.
  • Strategic Investment Advisors sold 213 AstraZeneca shares in Q2 2026, an estimated $40.1K.
  • AstraZeneca made up 0.01% of Strategic Investment Advisors's portfolio in Q2 2026, its #321 holding.
  • Strategic Investment Advisors first reported a position in AstraZeneca in Q1 2026 and has held it in 2 quarters since.
  • Strategic Investment Advisors's AstraZeneca position peaked at $240K in Q1 2026.
  • 1,498 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.