Wealth Alliance Advisory Group’s AstraZeneca AZN Stock Holding History

Wealth Alliance 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	$228K	Buy	+1,200	New	+$226K	0.03%	188
2026 Q1	–	Sell	-1,200	Closed	-$221K	–	198
2025 Q4	$221K	Buy	+1,200	New	+$210K	0.04%	184
2024 Q4	–	Sell	-1,400	Closed	-$218K	–	191
2024 Q3	$218K	Hold	1,400	–	–	0.05%	171
2024 Q2	$218K	Buy	+1,400	New	+$211K	0.05%	171
2023 Q3	–	Sell	-1,400	Closed	-$200K	–	182
2023 Q2	$200K	Buy	+1,400	New	+$206K	0.07%	158
2022 Q1	–	Sell	-2,498	Closed	-$291K	–	158
2021 Q4	$291K	Buy	+2,498	New	+$294K	0.13%	123
2021 Q2	–	Sell	-2,498	Closed	-$248K	–	153
2021 Q1	$248K	Hold	2,498	–	–	0.13%	122
2020 Q4	$250K	Buy	2,498 +98	+4%	+$10.4K	0.14%	118
2020 Q3	$263K	Sell	2,400 -450	-16%	-$50.1K	0.16%	97
2020 Q2	$301K	Hold	2,850	–	–	0.18%	80
2020 Q1	$255K	Hold	2,850	–	–	0.2%	82
2019 Q4	$284K	Hold	2,850	–	–	0.16%	95
2019 Q3	$248K	Hold	2,850	–	–	0.15%	102
2019 Q2	$229K	Hold	2,850	–	–	0.14%	105
2019 Q1	$216K	Hold	2,850	–	–	0.14%	113
2018 Q4	$216K	Buy	+2,850	New	+$223K	0.16%	101

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 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

ISS

Intesa Sanpaolo SpA. Turin, Italy $2.92B AUM

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

Wealth Alliance Advisory Group's AZN Position: Q2 2026 in Review

Wealth Alliance Advisory Group opened a new position in AstraZeneca (AZN) in Q2 2026: 1,200 shares worth $228K. The stake represents 0.03% of the portfolio and ranks #188 among its holdings. This is a return to the name: Wealth Alliance Advisory Group previously reported a position in AZN as recently as Q4 2025.

Wealth Alliance Advisory Group first reported a position in AZN in Q4 2018 and has held it in 16 quarters since. The position peaked at $301K in Q2 2020. 655 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Wealth Alliance Advisory Group held 1,200 shares of AstraZeneca worth $228K as of Q2 2026.
AstraZeneca was a new Wealth Alliance Advisory Group position in Q2 2026.
AstraZeneca made up 0.03% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #188 holding.
Wealth Alliance Advisory Group first reported a position in AstraZeneca in Q4 2018 and has held it in 16 quarters since.
Wealth Alliance Advisory Group's AstraZeneca position peaked at $301K in Q2 2020.
655 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.