Winch Advisory Services’s AstraZeneca AZN Stock Holding History

Winch Advisory Services’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	$3.98K	Hold	21	–	–	﹤0.01%	422
2026 Q1	$4.14K	Sell	21 -1	-5%	-$193	﹤0.01%	378
2025 Q4	$4.04K	Hold	22	–	–	﹤0.01%	378
2025 Q3	$3.37K	Hold	22	–	–	﹤0.01%	389
2025 Q2	$3.05K	Hold	22	–	–	﹤0.01%	379
2025 Q1	$3.21K	Hold	22	–	–	﹤0.01%	377
2024 Q4	$2.82K	Hold	22	–	–	﹤0.01%	413
2024 Q3	$3.35K	Hold	22	–	–	﹤0.01%	346
2024 Q2	$3.34K	Hold	22	–	–	﹤0.01%	343
2024 Q1	$2.9K	Buy	22 +1	+5%	+$132	﹤0.01%	347
2023 Q4	$2.84K	Hold	21	–	–	﹤0.01%	339
2023 Q3	$3K	Hold	21	–	–	﹤0.01%	325
2023 Q2	$3K	Hold	21	–	–	﹤0.01%	325
2023 Q1	$3K	Hold	21	–	–	﹤0.01%	322
2022 Q4	$3K	Hold	21	–	–	﹤0.01%	306
2022 Q3	$2K	Sell	21 -17	-45%	-$2.16K	﹤0.01%	317
2022 Q2	$5K	Sell	38 -1	-3%	-$131	﹤0.01%	279
2022 Q1	$5K	Hold	39	–	–	﹤0.01%	308
2021 Q4	$4K	Sell	39 -10	-20%	-$1.18K	﹤0.01%	340
2021 Q3	$6K	Buy	49 +21	+75%	+$2.44K	﹤0.01%	307
2021 Q2	$3K	Hold	28	–	–	﹤0.01%	369
2021 Q1	$3K	Hold	28	–	–	﹤0.01%	346
2020 Q4	$3K	Buy	28 +10	+56%	+$1.06K	﹤0.01%	336
2020 Q3	$2K	Sell	18 -10	-36%	-$1.11K	﹤0.01%	321
2020 Q2	$3K	Buy	28 +10	+56%	+$1.03K	﹤0.01%	290
2020 Q1	$2K	Buy	+18	New	+$1.7K	﹤0.01%	271
2014 Q4	–	Sell	-15,004	Closed	-$1.07M	–	51
2014 Q3	$1.07M	Sell	15,004 -8,240	-35%	-$603K	0.69%	37
2014 Q2	$1.73M	Buy	+23,244	New	+$1.68M	1.01%	33

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

Winch Advisory Services's AZN Position: Q2 2026 in Review

Winch Advisory Services held its AstraZeneca (AZN) position steady in Q2 2026 at 21 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Winch Advisory Services first reported a position in AZN in Q2 2014 and has held it in 28 quarters since. The position peaked at $1.73M in Q2 2014. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Winch Advisory Services held 21 shares of AstraZeneca worth $3.98K as of Q2 2026.
Winch Advisory Services left its AstraZeneca share count unchanged in Q2 2026.
AstraZeneca made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #422 holding.
Winch Advisory Services first reported a position in AstraZeneca in Q2 2014 and has held it in 28 quarters since.
Winch Advisory Services's AstraZeneca position peaked at $1.73M in Q2 2014.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.