VIM
AZN icon

Vista Investment Management’s AstraZeneca AZN Stock Holding History

Vista Investment Management’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 		$1.97M Sell
10,398
-55
-0.5% -$10.3K 0.59% 53
2026
Q1 		$2.06M Sell
10,453
-155
-1% -$29.9K 0.69% 45
2025
Q4 		$1.95M Buy
10,608
+30
+0.3% +$5.26K 0.64% 48
2025
Q3 		$1.62M Buy
10,578
+575
+6% +$87K 0.57% 55
2025
Q2 		$1.4M Buy
10,003
+527
+6% +$73.9K 0.52% 64
2025
Q1 		$1.39M Buy
9,476
+11
+0.1% +$1.59K 0.54% 58
2024
Q4 		$1.24M Sell
9,465
-720
-7% -$101K 0.47% 64
2024
Q3 		$1.59M Buy
10,185
+384
+4% +$62K 0.6% 53
2024
Q2 		$1.53M Buy
9,801
+506
+5% +$76.1K 0.62% 52
2024
Q1 		$1.26M Buy
9,295
+2,051
+28% +$272K 0.51% 59
2023
Q4 		$976K Buy
7,244
+1,932
+36% +$251K 0.45% 72
2023
Q3 		$719K Buy
5,312
+2,362
+80% +$323K 0.38% 90
2023
Q2 		$422K Buy
2,950
+330
+13% +$48.6K 0.21% 118
2023
Q1 		$364K Buy
2,620
+671
+34% +$90.3K 0.19% 122
2022
Q4 		$264K Buy
+1,949
New +$244K 0.15% 136

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

Vista Investment Management's AZN Position: Q2 2026 in Review

Vista Investment Management reduced its AstraZeneca (AZN) stake by 0.53% in Q2 2026, selling an estimated $10.3K and leaving 10,398 shares worth $1.97M. The position accounts for 0.59% of the portfolio, ranked #53.

Vista Investment Management first reported a position in AZN in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.06M in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Vista Investment Management held 10,398 shares of AstraZeneca worth $1.97M as of Q2 2026.
  • Vista Investment Management sold 55 AstraZeneca shares in Q2 2026, an estimated $10.3K.
  • AstraZeneca made up 0.59% of Vista Investment Management's portfolio in Q2 2026, its #53 holding.
  • Vista Investment Management first reported a position in AstraZeneca in Q4 2022 and has held it in 15 quarters since.
  • Vista Investment Management's AstraZeneca position peaked at $2.06M in Q1 2026.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.