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United Capital Financial Advisors’s AstraZeneca AZN Stock Holding History

United Capital 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 		$3.12M Sell
16,476
-511
-3% -$96.1K 0.02% 481
2026
Q1 		$3.35M Buy
16,987
+1,572
+10% +$303K 0.02% 448
2025
Q4 		$2.83M Buy
15,415
+698
+5% +$122K 0.02% 455
2025
Q3 		$2.26M Sell
14,717
-4,589
-24% -$695K 0.02% 441
2025
Q2 		$2.7M Buy
19,306
+4,055
+27% +$568K 0.02% 387
2025
Q1 		$2.24M Sell
15,251
-6,888
-31% -$997K 0.02% 405
2024
Q4 		$2.9M Sell
22,139
-2,496
-10% -$349K 0.02% 349
2024
Q3 		$3.84M Buy
24,635
+6
+0% +$969 0.03% 306
2024
Q2 		$3.84M Sell
24,629
-67
-0.3% -$10.1K 0.03% 304
2024
Q1 		$3.35M Sell
24,696
-1,416
-5% -$188K 0.03% 340
2023
Q4 		$3.52M Sell
26,112
-8,874
-25% -$1.15M 0.03% 331
2023
Q3 		$4.74M Buy
34,986
+2,736
+8% +$374K 0.03% 307
2023
Q2 		$4.62M Buy
32,250
+6,445
+25% +$948K 0.03% 325
2023
Q1 		$3.58M Buy
25,805
+8,545
+50% +$1.15M 0.02% 362
2022
Q4 		$2.34M Sell
17,260
-2,602
-13% -$326K 0.01% 448
2022
Q3 		$2.18M Sell
19,862
-1,650
-8% -$209K 0.01% 456
2022
Q2 		$2.84M Sell
21,512
-3,464
-14% -$455K 0.02% 428
2022
Q1 		$3.31M Sell
24,976
-455
-2% -$54.6K 0.02% 431
2021
Q4 		$2.96M Buy
25,431
+3,547
+16% +$417K 0.01% 464
2021
Q3 		$2.63M Buy
21,884
+3,605
+20% +$420K 0.01% 475
2021
Q2 		$2.19M Sell
18,279
-169
-0.9% -$18.5K 0.01% 517
2021
Q1 		$1.83M Sell
18,448
-1,082
-6% -$109K 0.01% 522
2020
Q4 		$1.95M Buy
19,530
+15,818
+426% +$1.68M 0.01% 511
2020
Q3 		$407K Sell
3,712
-1,689
-31% -$188K ﹤0.01% 879
2020
Q2 		$571K Sell
5,401
-279
-5% -$28.8K ﹤0.01% 821
2020
Q1 		$507K Sell
5,680
-10,915
-66% -$1.03M ﹤0.01% 809
2019
Q4 		$1.66M Buy
16,595
+9,796
+144% +$922K 0.01% 639
2019
Q3 		$606K Sell
6,799
-9,495
-58% -$823K ﹤0.01% 890
2019
Q2 		$1.34M Buy
16,294
+2,070
+15% +$162K 0.01% 720
2019
Q1 		$1.15M Sell
14,224
-991
-7% -$78.1K 0.01% 739
2018
Q4 		$1.16M Buy
15,215
+1,757
+13% +$137K 0.01% 672
2018
Q3 		$1.06M Buy
13,458
+1,870
+16% +$141K 0.01% 762
2018
Q2 		$814K Buy
11,588
+2,630
+29% +$189K 0.01% 814
2018
Q1 		$627K Buy
8,958
+2,369
+36% +$164K ﹤0.01% 896
2017
Q4 		$449K Buy
6,589
+1,205
+22% +$81.3K ﹤0.01% 986
2017
Q3 		$365K Buy
5,384
+419
+8% +$26.5K ﹤0.01% 1050
2017
Q2 		$338K Buy
4,965
+155
+3% +$10.1K ﹤0.01% 1038
2017
Q1 		$300K Buy
4,810
+523
+12% +$30.4K ﹤0.01% 1047
2016
Q4 		$234K Buy
4,287
+199
+5% +$11.3K ﹤0.01% 1123
2016
Q3 		$269K Buy
+4,088
New +$267K ﹤0.01% 1101
2016
Q2 		– Sell
-5,476
Closed -$308K – 1248
2016
Q1 		$308K Sell
5,476
-1,109
-17% -$66.6K ﹤0.01% 999
2015
Q4 		$447K Sell
6,585
-4,187
-39% -$275K 0.01% 913
2015
Q3 		$686K Sell
10,772
-1,053
-9% -$69.3K 0.01% 803
2015
Q2 		$377K Sell
11,825
-489
-4% -$33.5K ﹤0.01% 1016
2015
Q1 		$843K Buy
12,314
+4,680
+61% +$325K 0.01% 764
2014
Q4 		$537K Sell
7,634
-616
-7% -$44.1K 0.01% 800
2014
Q3 		$589K Buy
+8,250
New +$604K 0.01% 748
2014
Q2 		– Sell
-6,000
Closed -$389K – 795
2014
Q1 		$389K Buy
+6,000
New +$388K 0.01% 703

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

United Capital Financial Advisors's AZN Position: Q2 2026 in Review

United Capital Financial Advisors reduced its AstraZeneca (AZN) stake by 3% in Q2 2026, selling an estimated $96.1K and leaving 16,476 shares worth $3.12M. The position accounts for 0.02% of the portfolio, ranked #481.

United Capital Financial Advisors first reported a position in AZN in Q1 2014 and has held it in 48 quarters since. The position peaked at $4.74M in Q3 2023. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • United Capital Financial Advisors held 16,476 shares of AstraZeneca worth $3.12M as of Q2 2026.
  • United Capital Financial Advisors sold 511 AstraZeneca shares in Q2 2026, an estimated $96.1K.
  • AstraZeneca made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #481 holding.
  • United Capital Financial Advisors first reported a position in AstraZeneca in Q1 2014 and has held it in 48 quarters since.
  • United Capital Financial Advisors's AstraZeneca position peaked at $4.74M in Q3 2023.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

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