Valued Wealth Advisors’s AstraZeneca AZN Stock Holding History

Valued Wealth 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	$11K	Hold	58	–	–	﹤0.01%	292
2026 Q1	$11.4K	Sell	58 -1	-2%	-$193	﹤0.01%	262
2025 Q4	$10.8K	Hold	59	–	–	﹤0.01%	212
2025 Q3	$8.98K	Hold	59	–	–	﹤0.01%	230
2025 Q2	$8.18K	Hold	59	–	–	﹤0.01%	229
2025 Q1	$8.6K	Hold	59	–	–	0.01%	251
2024 Q4	$7.67K	Hold	59	–	–	﹤0.01%	256
2024 Q3	$9.12K	Hold	59	–	–	0.01%	222
2024 Q2	$9.13K	Hold	59	–	–	0.01%	209
2024 Q1	$7.93K	Hold	59	–	–	0.01%	210
2023 Q4	$7.92K	Buy	+59	New	+$7.67K	0.01%	143

Other funds holding AZN

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Valued Wealth Advisors's AZN Position: Q2 2026 in Review

Valued Wealth Advisors held its AstraZeneca (AZN) position steady in Q2 2026 at 58 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Valued Wealth Advisors first reported a position in AZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.4K in Q1 2026. 443 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Valued Wealth Advisors held 58 shares of AstraZeneca worth $11K as of Q2 2026.
Valued Wealth Advisors left its AstraZeneca share count unchanged in Q2 2026.
AstraZeneca made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #292 holding.
Valued Wealth Advisors first reported a position in AstraZeneca in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's AstraZeneca position peaked at $11.4K in Q1 2026.
443 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.