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AstraZeneca shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of AstraZeneca (AZN) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in AstraZeneca

Tip: Access up to 7 years of quarterly data

All positions including AstraZeneca held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in AstraZeneca by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $359k 4.7k 76.72
2025-06-30 $325k 4.7k 69.88
2025-03-31 $342k 4.7k 73.50
2024-12-31 $306k 4.7k 65.52
2024-09-30 $362k 4.7k 77.91
2024-06-30 $362k 4.6k 77.99

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Ishares U S Etf Tr Short Duration B (NEAR)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Victory Portfolios Ii Core Intermediat (UITB)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Simplify Exchange Traded Fun Managed Futures (CTA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Optivise Advisory Services

Top funds holding AstraZeneca

PRIMECAP Management Company
Wellington Management Company
Capital Research and Management Company - Division 3
FMR
Fisher Investments
Franklin Resources
Sanders Capital
Goldman Sachs Group
Morgan Stanley
Atlantic Trust
Dimensional Fund Advisors
Holocene Advisors
BlackRock
Ameriprise Financial
Robeco Investment Management

View all funds holding AstraZeneca