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Tepp RIA’s AstraZeneca AZN Stock Holding History

Tepp RIA’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 		$265K Sell
1,400
-240
-15% -$45.1K 0.18% 41
2026
Q1 		$323K Hold
1,640
– – 0.25% 33
2025
Q4 		$302K Sell
1,640
-5,361
-77% -$940K 0.3% 30
2025
Q3 		$1.07M Buy
+7,001
New +$1.06M 1.22% 11

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

Tepp RIA's AZN Position: Q2 2026 in Review

Tepp RIA reduced its AstraZeneca (AZN) stake by 15% in Q2 2026, selling an estimated $45.1K and leaving 1,400 shares worth $265K. The position accounts for 0.18% of the portfolio, ranked #41.

Tepp RIA first reported a position in AZN in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.07M in Q3 2025. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Tepp RIA held 1,400 shares of AstraZeneca worth $265K as of Q2 2026.
  • Tepp RIA sold 240 AstraZeneca shares in Q2 2026, an estimated $45.1K.
  • AstraZeneca made up 0.18% of Tepp RIA's portfolio in Q2 2026, its #41 holding.
  • Tepp RIA first reported a position in AstraZeneca in Q3 2025 and has held it in 4 quarters since.
  • Tepp RIA's AstraZeneca position peaked at $1.07M in Q3 2025.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Tepp RIA's 13F filing for Q2 2026, filed 28 Jul 2026.