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Waverly Advisors’s AstraZeneca AZN Stock Holding History

Waverly 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 		$22.6M Sell
119,233
-103
-0.1% -$19.4K 0.13% 154
2026
Q1 		$23.4M Buy
119,336
+426
+0.4% +$82.1K 0.18% 119
2025
Q4 		$21.9M Buy
118,910
+517
+0.4% +$90.7K 0.18% 114
2025
Q3 		$18.2M Buy
118,393
+3,276
+3% +$496K 0.18% 110
2025
Q2 		$16.1M Buy
115,117
+3,072
+3% +$431K 0.18% 116
2025
Q1 		$16.5M Buy
112,045
+99,967
+828% +$14.5M 0.2% 106
2024
Q4 		$1.58M Buy
12,078
+7,941
+192% +$1.11M 0.02% 433
2024
Q3 		$645K Sell
4,137
-199
-5% -$32.1K 0.01% 533
2024
Q2 		$676K Buy
4,336
+355
+9% +$53.4K 0.01% 509
2024
Q1 		$539K Buy
3,981
+1,183
+42% +$157K 0.01% 465
2023
Q4 		$377K Sell
2,798
-35
-1% -$4.55K 0.01% 335
2023
Q3 		$384K Buy
2,833
+375
+15% +$51.2K 0.02% 291
2023
Q2 		$352K Buy
+2,458
New +$362K 0.02% 278
2014
Q4 		– Sell
-122
Closed -$9K – 436
2014
Q3 		$9K Hold
122
– – ﹤0.01% 498
2014
Q2 		$9K Sell
122
-99
-45% -$7.16K ﹤0.01% 465
2014
Q1 		$14K Hold
221
– – 0.01% 369
2013
Q4 		$13K Buy
+221
New +$12K ﹤0.01% 518

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

Waverly Advisors's AZN Position: Q2 2026 in Review

Waverly Advisors reduced its AstraZeneca (AZN) stake by 0.09% in Q2 2026, selling an estimated $19.4K and leaving 119,233 shares worth $22.6M. The position accounts for 0.13% of the portfolio, ranked #154.

Waverly Advisors first reported a position in AZN in Q4 2013 and has held it in 17 quarters since. The position peaked at $23.4M in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Waverly Advisors held 119,233 shares of AstraZeneca worth $22.6M as of Q2 2026.
  • Waverly Advisors sold 103 AstraZeneca shares in Q2 2026, an estimated $19.4K.
  • AstraZeneca made up 0.13% of Waverly Advisors's portfolio in Q2 2026, its #154 holding.
  • Waverly Advisors first reported a position in AstraZeneca in Q4 2013 and has held it in 17 quarters since.
  • Waverly Advisors's AstraZeneca position peaked at $23.4M in Q1 2026.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.