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Westover Capital Advisors’s AstraZeneca AZN Stock Holding History

Westover Capital 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 		$845K Sell
4,458
-3
-0.1% -$564 0.14% 113
2026
Q1 		$880K Sell
4,461
-32
-0.7% -$6.17K 0.16% 103
2025
Q4 		$826K Buy
4,493
+1,168
+35% +$205K 0.15% 111
2025
Q3 		$510K Buy
+3,325
New +$503K 0.09% 145
2024
Q4 		– Sell
-5,418
Closed -$844K – 238
2024
Q3 		$844K Sell
5,418
-176
-3% -$28.4K 0.16% 108
2024
Q2 		$872K Buy
5,594
+1,310
+31% +$197K 0.22% 94
2024
Q1 		$580K Buy
4,284
+2,161
+102% +$286K 0.17% 104
2023
Q4 		$286K Sell
2,123
-8
-0.4% -$1.04K 0.09% 145
2023
Q3 		$289K Sell
2,131
-25
-1% -$3.42K 0.1% 139
2023
Q2 		$309K Sell
2,156
-8
-0.4% -$1.18K 0.11% 134
2023
Q1 		$300K Hold
2,164
– – 0.11% 134
2022
Q4 		$293K Buy
2,164
+10
+0.5% +$1.25K 0.12% 122
2022
Q3 		$236K Sell
2,154
-546
-20% -$69.3K 0.09% 141
2022
Q2 		$357K Buy
+2,700
New +$354K 0.13% 113
2021
Q4 		– Sell
-2,490
Closed -$299K – 178
2021
Q3 		$299K Buy
2,490
+113
+5% +$13.2K 0.09% 140
2021
Q2 		$285K Sell
2,377
-66
-3% -$7.24K 0.09% 146
2021
Q1 		$243K Buy
2,443
+138
+6% +$13.9K 0.08% 152
2020
Q4 		$230K Sell
2,305
-226
-9% -$23.9K 0.08% 135
2020
Q3 		$277K Buy
2,531
+226
+10% +$25.1K 0.11% 109
2020
Q2 		$244K Hold
2,305
– – 0.11% 100
2020
Q1 		$206K Hold
2,305
– – 0.11% 111
2019
Q4 		$230K Hold
2,305
– – 0.1% 127
2019
Q3 		$205K Buy
+2,305
New +$200K 0.1% 132

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

Westover Capital Advisors's AZN Position: Q2 2026 in Review

Westover Capital Advisors reduced its AstraZeneca (AZN) stake by 0.07% in Q2 2026, selling an estimated $564 and leaving 4,458 shares worth $845K. The position accounts for 0.14% of the portfolio, ranked #113.

Westover Capital Advisors first reported a position in AZN in Q3 2019 and has held it in 23 quarters since. The position peaked at $880K in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Westover Capital Advisors held 4,458 shares of AstraZeneca worth $845K as of Q2 2026.
  • Westover Capital Advisors sold 3 AstraZeneca shares in Q2 2026, an estimated $564.
  • AstraZeneca made up 0.14% of Westover Capital Advisors's portfolio in Q2 2026, its #113 holding.
  • Westover Capital Advisors first reported a position in AstraZeneca in Q3 2019 and has held it in 23 quarters since.
  • Westover Capital Advisors's AstraZeneca position peaked at $880K in Q1 2026.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.