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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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Valeo Financial Advisors increased its AstraZeneca (AZN) stake by 15% in Q2 2026, buying an estimated $248K and bringing the position to 9,817 shares worth $1.85M. The position accounts for 0.04% of the portfolio, ranked #194.

Valeo Financial Advisors first reported a position in AZN in Q3 2017 and has held it in 35 quarters since. 805 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Valeo Financial Advisors held 9,817 shares of AstraZeneca worth $1.85M as of Q2 2026.
  • Valeo Financial Advisors bought 1,316 AstraZeneca shares in Q2 2026, an estimated $248K.
  • AstraZeneca made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #194 holding.
  • Valeo Financial Advisors first reported a position in AstraZeneca in Q3 2017 and has held it in 35 quarters since.
  • 805 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.