True North Advisors’s AstraZeneca AZN Stock Holding History

True North 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	$540K	Buy	2,850 +35	+1%	+$6.58K	0.05%	170
2026 Q1	$555K	Sell	2,815 -25	-0.9%	-$4.82K	0.06%	157
2025 Q4	$522K	Sell	2,840 -22	-0.8%	-$3.86K	0.07%	152
2025 Q3	$439K	Buy	2,862 +247	+9%	+$37.4K	0.07%	145
2025 Q2	$365K	Buy	2,615 +343	+15%	+$48.1K	0.07%	159
2025 Q1	$334K	Hold	2,272	–	–	0.06%	175
2024 Q4	$298K	Buy	+2,272	New	+$318K	0.07%	149
2023 Q3	–	Sell	-2,754	Closed	-$401K	–	196
2023 Q2	$401K	Sell	2,754 -1,613	-37%	-$237K	0.11%	133
2023 Q1	$606K	Sell	4,367 -2,183	-33%	-$294K	0.18%	116
2022 Q4	$888K	Hold	6,550	–	–	0.3%	80
2022 Q3	$718K	Sell	6,550 -40	-0.6%	-$5.07K	0.24%	92
2022 Q2	$870K	Buy	6,590 +30	+0.5%	+$3.94K	0.27%	85
2022 Q1	$870K	Sell	6,560 -38	-0.6%	-$4.56K	0.23%	94
2021 Q4	$768K	Sell	6,598 -1,032	-14%	-$121K	0.13%	124
2021 Q3	$916K	Sell	7,630 -14	-0.2%	-$1.63K	0.18%	110
2021 Q2	$915K	Hold	7,644	–	–	0.19%	100
2021 Q1	$760K	Sell	7,644 -31	-0.4%	-$3.12K	0.18%	103
2020 Q4	$767K	Hold	7,675	–	–	0.2%	95
2020 Q3	$841K	Sell	7,675 -243	-3%	-$27K	0.25%	81
2020 Q2	$837K	Buy	+7,918	New	+$818K	0.2%	85

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

True North Advisors's AZN Position: Q2 2026 in Review

True North Advisors increased its AstraZeneca (AZN) stake by 1.2% in Q2 2026, buying an estimated $6.58K and bringing the position to 2,850 shares worth $540K. The position accounts for 0.05% of the portfolio, ranked #170.

True North Advisors first reported a position in AZN in Q2 2020 and has held it in 20 quarters since. The position peaked at $916K in Q3 2021. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

True North Advisors held 2,850 shares of AstraZeneca worth $540K as of Q2 2026.
True North Advisors bought 35 AstraZeneca shares in Q2 2026, an estimated $6.58K.
AstraZeneca made up 0.05% of True North Advisors's portfolio in Q2 2026, its #170 holding.
True North Advisors first reported a position in AstraZeneca in Q2 2020 and has held it in 20 quarters since.
True North Advisors's AstraZeneca position peaked at $916K in Q3 2021.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.