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Advus Financial Partners, LLC’s AstraZeneca AZN Stock Holding History

Advus Financial Partners, LLC’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 		$295K Sell
1,556
-206
-12% -$38.7K 0.07% 196
2026
Q1 		$348K Buy
+1,762
New +$340K 0.09% 165

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

Advus Financial Partners, LLC's AZN Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its AstraZeneca (AZN) stake by 12% in Q2 2026, selling an estimated $38.7K and leaving 1,556 shares worth $295K. The position accounts for 0.07% of the portfolio, ranked #196.

Advus Financial Partners, LLC first reported a position in AZN in Q1 2026 and has held it in 2 quarters since. The position peaked at $348K in Q1 2026. 1,498 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Advus Financial Partners, LLC held 1,556 shares of AstraZeneca worth $295K as of Q2 2026.
  • Advus Financial Partners, LLC sold 206 AstraZeneca shares in Q2 2026, an estimated $38.7K.
  • AstraZeneca made up 0.07% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #196 holding.
  • Advus Financial Partners, LLC first reported a position in AstraZeneca in Q1 2026 and has held it in 2 quarters since.
  • Advus Financial Partners, LLC's AstraZeneca position peaked at $348K in Q1 2026.
  • 1,498 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.