Strategic Investment Solutions’s AstraZeneca AZN Stock Holding History

Strategic Investment Solutions’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	$434K	Hold	2,288	–	–	0.1%	101
2026 Q1	$451K	Sell	2,288 -29	-1%	-$5.59K	0.11%	100
2025 Q4	$426K	Hold	2,317	–	–	0.1%	95
2025 Q3	$355K	Hold	2,317	–	–	0.09%	109
2025 Q2	$324K	Buy	2,317 +28	+1%	+$3.92K	0.1%	103
2025 Q1	$336K	Hold	2,289	–	–	0.1%	82
2024 Q4	$300K	Hold	2,289	–	–	0.1%	85
2024 Q3	$357K	Hold	2,289	–	–	0.11%	78
2024 Q2	$362K	Buy	+2,289	New	+$344K	0.12%	74
2023 Q4	$312K	Sell	2,316 -156,861	-99%	-$20.4M	0.05%	150
2023 Q3	$21.7M	Buy	159,177 +156,650	+6,199%	+$21.4M	0.27%	61
2023 Q2	$368K	Hold	2,527	–	–	0.08%	86
2023 Q1	$351K	Hold	2,527	–	–	0.07%	130
2022 Q4	$319K	Buy	+2,527	New	+$317K	0.16%	71

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

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

Strategic Investment Solutions held its AstraZeneca (AZN) position steady in Q2 2026 at 2,288 shares worth $434K. The position accounts for 0.1% of the portfolio, ranked #101.

Strategic Investment Solutions first reported a position in AZN in Q4 2022 and has held it in 14 quarters since. The position peaked at $21.7M in Q3 2023. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Strategic Investment Solutions held 2,288 shares of AstraZeneca worth $434K as of Q2 2026.
Strategic Investment Solutions left its AstraZeneca share count unchanged in Q2 2026.
AstraZeneca made up 0.1% of Strategic Investment Solutions's portfolio in Q2 2026, its #101 holding.
Strategic Investment Solutions first reported a position in AstraZeneca in Q4 2022 and has held it in 14 quarters since.
Strategic Investment Solutions's AstraZeneca position peaked at $21.7M in Q3 2023.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.