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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

AZN holding history

AstraZeneca PLC in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AZN overviewAll 13F holders of AZNFull Q2 2026 holdings

Shares (Q2 2026)
2,588
Value
$490.7K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of AZN by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,588$490.7K<0.1%−1,090−29.6%ReducedHolders
Q1 20263,678$725.5K<0.1%−299−7.5%ReducedConverted for a 1-for-2 splitHolders
Q4 20257,954$731.2K<0.1%+722+10.0%AddedHolders
Q3 20257,232$554.8K<0.1%−426−5.6%ReducedHolders
Q2 20257,658$535.1K<0.1%+1,727+29.1%AddedHolders
Q1 20255,931$435.9K<0.1%−5−0.1%ReducedHolders
Q4 20245,936$388.9K<0.1%−286−4.6%ReducedHolders
Q3 20246,222$484.7K<0.1%+105+1.7%AddedHolders
Q2 20246,117$484.2K<0.1%+800+15.0%AddedHolders
Q1 20245,317$403.4K<0.1%−195−3.5%ReducedHolders
Q4 20235,512$371.2K<0.1%−30−0.5%ReducedHolders
Q3 20235,542$375.3K<0.1%−593−9.7%ReducedHolders
Q2 20236,135$439.1K<0.1%−502−7.6%ReducedHolders
Q1 20236,637$460.7K0.1%−799−10.7%ReducedHolders
Q4 20227,436$504.2K0.1%−1,518−17.0%ReducedHolders
Q3 20228,954$491.0K0.1%−1,718−16.1%ReducedHolders
Q2 202210,672$706.0K0.2%+2,916+37.6%AddedHolders
Q1 20227,756$515.0K0.1%+4,806+162.9%AddedHolders
Q4 20212,950$171.0K<0.1%–No prior filingHolders