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Valeo Financial Advisors’s AstraZeneca AZN Stock Holding History

Valeo 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
Q1 		– Sell
-200
Closed -$36.8K – 771
2025
Q4 		$36.8K Buy
+200
New +$35.1K ﹤0.01% 815
2020
Q3 		– Sell
-250
Closed -$26K – 1618
2020
Q2 		$26K Buy
+250
New +$25.8K ﹤0.01% 959

Other funds holding AZN

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Valeo Financial Advisors's AZN Position: Q3 2026 in Review

Valeo Financial Advisors increased its AstraZeneca (AZN) stake by 10% in Q3 2026, buying an estimated $163K and bringing the position to 10,797 shares worth $1.74M. The position accounts for 0.04% of the portfolio, ranked #203.

Valeo Financial Advisors first reported a position in AZN in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.85M in Q2 2026. 47 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • Valeo Financial Advisors held 10,797 shares of AstraZeneca worth $1.74M as of Q3 2026.
  • Valeo Financial Advisors bought 980 AstraZeneca shares in Q3 2026, an estimated $163K.
  • AstraZeneca made up 0.04% of Valeo Financial Advisors's portfolio in Q3 2026, its #203 holding.
  • Valeo Financial Advisors first reported a position in AstraZeneca in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's AstraZeneca position peaked at $1.85M in Q2 2026.
  • 47 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.