55 North Private Wealth’s AstraZeneca AZN Stock Holding History

55 North Private Wealth’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	$450K	Buy	+2,374	New	+$447K	0.09%	108
2026 Q1	–	Sell	-2,105	Closed	-$387K	–	213
2025 Q4	$387K	Buy	+2,105	New	+$369K	0.1%	102

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

55 North Private Wealth's AZN Position: Q2 2026 in Review

55 North Private Wealth opened a new position in AstraZeneca (AZN) in Q2 2026: 2,374 shares worth $450K. The stake represents 0.09% of the portfolio and ranks #108 among its holdings. This is a return to the name: 55 North Private Wealth previously reported a position in AZN as recently as Q4 2025.

55 North Private Wealth first reported a position in AZN in Q4 2025 and has held it in 2 quarters since. 1,493 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

55 North Private Wealth held 2,374 shares of AstraZeneca worth $450K as of Q2 2026.
AstraZeneca was a new 55 North Private Wealth position in Q2 2026.
AstraZeneca made up 0.09% of 55 North Private Wealth's portfolio in Q2 2026, its #108 holding.
55 North Private Wealth first reported a position in AstraZeneca in Q4 2025 and has held it in 2 quarters since.
1,493 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.