VisionPoint Advisory Group’s AstraZeneca AZN Stock Holding History

VisionPoint Advisory Group’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	$312K	Sell	1,645 -689	-30%	-$130K	0.05%	350
2026 Q1	$460K	Buy	2,334 +191	+9%	+$36.8K	0.09%	240
2025 Q4	$394K	Buy	+2,143	New	+$376K	0.08%	243
2024 Q1	–	Sell	-51	Closed	-$6.8K	–	823
2023 Q4	$6.8K	Buy	51 +21	+70%	+$2.73K	﹤0.01%	457
2023 Q3	$4.06K	Hold	30	–	–	﹤0.01%	521
2023 Q2	$4.29K	Buy	+30	New	+$4.41K	﹤0.01%	460

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

VisionPoint Advisory Group's AZN Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its AstraZeneca (AZN) stake by 30% in Q2 2026, selling an estimated $130K and leaving 1,645 shares worth $312K. The position accounts for 0.05% of the portfolio, ranked #350.

VisionPoint Advisory Group first reported a position in AZN in Q2 2023 and has held it in 6 quarters since. The position peaked at $460K in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

VisionPoint Advisory Group held 1,645 shares of AstraZeneca worth $312K as of Q2 2026.
VisionPoint Advisory Group sold 689 AstraZeneca shares in Q2 2026, an estimated $130K.
AstraZeneca made up 0.05% of VisionPoint Advisory Group's portfolio in Q2 2026, its #350 holding.
VisionPoint Advisory Group first reported a position in AstraZeneca in Q2 2023 and has held it in 6 quarters since.
VisionPoint Advisory Group's AstraZeneca position peaked at $460K in Q1 2026.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.