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Transamerica Financial Advisors’s AstraZeneca AZN Stock Holding History

Transamerica Financial 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 		$619K Buy
3,264
+89
+3% +$16.7K 0.05% 271
2026
Q1 		$626K Buy
3,175
+684
+27% +$132K 0.05% 266
2025
Q4 		$458K Buy
2,491
+329
+15% +$57.7K 0.04% 274
2025
Q3 		$332K Buy
2,162
+1,338
+162% +$203K 0.03% 269
2025
Q2 		$115K Buy
824
+381
+86% +$53.4K 0.01% 264
2025
Q1 		$65K Buy
+443
New +$64.1K 0.01% 292
2016
Q2 		– Sell
-917
Closed -$52K – 416
2016
Q1 		$52K Hold
917
– – ﹤0.01% 362
2015
Q4 		$63K Hold
917
– – ﹤0.01% 374
2015
Q3 		$59K Hold
917
– – ﹤0.01% 363
2015
Q2 		$59K Hold
917
– – ﹤0.01% 426
2015
Q1 		$63K Sell
917
-344
-27% -$23.9K ﹤0.01% 410
2014
Q4 		$89K Sell
1,261
-115
-8% -$8.23K 0.01% 328
2014
Q3 		$99K Buy
1,376
+344
+33% +$25.2K 0.01% 300
2014
Q2 		$77K Buy
1,032
+531
+106% +$38.4K 0.01% 338
2014
Q1 		$33K Sell
501
-5,590
-92% -$361K ﹤0.01% 373
2013
Q4 		$362K Sell
6,091
-418
-6% -$22.7K 0.04% 188
2013
Q3 		$339K Buy
6,509
+382
+6% +$19.2K 0.04% 179
2013
Q2 		$290K Buy
+6,127
New +$312K 0.05% 173

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

Transamerica Financial Advisors's AZN Position: Q2 2026 in Review

Transamerica Financial Advisors increased its AstraZeneca (AZN) stake by 2.8% in Q2 2026, buying an estimated $16.7K and bringing the position to 3,264 shares worth $619K. The position accounts for 0.05% of the portfolio, ranked #271.

Transamerica Financial Advisors first reported a position in AZN in Q2 2013 and has held it in 18 quarters since. The position peaked at $626K in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Transamerica Financial Advisors held 3,264 shares of AstraZeneca worth $619K as of Q2 2026.
  • Transamerica Financial Advisors bought 89 AstraZeneca shares in Q2 2026, an estimated $16.7K.
  • AstraZeneca made up 0.05% of Transamerica Financial Advisors's portfolio in Q2 2026, its #271 holding.
  • Transamerica Financial Advisors first reported a position in AstraZeneca in Q2 2013 and has held it in 18 quarters since.
  • Transamerica Financial Advisors's AstraZeneca position peaked at $626K in Q1 2026.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.