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Wiser Advisor Group’s AstraZeneca AZN Stock Holding History

Wiser Advisor 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 		$16.3K Hold
86
– – 0.02% 145
2026
Q1 		$17K Sell
86
-1
-1% -$193 0.02% 141
2025
Q4 		$15.9K Hold
87
– – 0.02% 146
2025
Q3 		$13.3K Buy
+87
New +$13.2K 0.02% 159
2025
Q2 		– Sell
-95
Closed -$13.9K – 63
2025
Q1 		$13.9K Sell
95
-10
-10% -$1.45K 0.02% 163
2024
Q4 		$13.8K Hold
105
– – 0.02% 166
2024
Q3 		$16.4K Sell
105
-1
-0.9% -$161 0.02% 165
2024
Q2 		$16.4K Buy
106
+1
+1% +$150 0.03% 165
2024
Q1 		$14.3K Sell
105
-2
-2% -$265 0.02% 167
2023
Q4 		$14.4K Buy
+107
New +$13.9K 0.02% 168

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

Wiser Advisor Group's AZN Position: Q2 2026 in Review

Wiser Advisor Group held its AstraZeneca (AZN) position steady in Q2 2026 at 86 shares worth $16.3K. The position accounts for 0.02% of the portfolio, ranked #145.

Wiser Advisor Group first reported a position in AZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $17K in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Wiser Advisor Group held 86 shares of AstraZeneca worth $16.3K as of Q2 2026.
  • Wiser Advisor Group left its AstraZeneca share count unchanged in Q2 2026.
  • AstraZeneca made up 0.02% of Wiser Advisor Group's portfolio in Q2 2026, its #145 holding.
  • Wiser Advisor Group first reported a position in AstraZeneca in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's AstraZeneca position peaked at $17K in Q1 2026.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.