Aaron Wealth Advisors’s AstraZeneca AZN Stock Holding History

Aaron Wealth Advisors’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	$996K	Sell	5,254 -1,390	-21%	-$261K	0.05%	244
2026 Q1	$1.31M	Sell	6,644 -7,348	-53%	-$1.42M	0.07%	170
2025 Q4	$2.57M	Buy	13,992 +3,384	+32%	+$594K	0.14%	98
2025 Q3	$1.63M	Buy	10,608 +68	+0.6%	+$10.3K	0.1%	146
2025 Q2	$1.47M	Buy	10,540 +285	+3%	+$39.9K	0.15%	91
2025 Q1	$1.51M	Buy	10,255 +834	+9%	+$121K	0.17%	83
2024 Q4	$1.23M	Buy	9,421 +720	+8%	+$101K	0.14%	93
2024 Q3	$1.36M	Buy	8,701 +1,799	+26%	+$290K	0.16%	85
2024 Q2	$1.08M	Buy	6,902 +1,081	+19%	+$163K	0.15%	93
2024 Q1	$789K	Buy	5,821 +3,237	+125%	+$429K	0.11%	113
2023 Q4	$348K	Buy	2,584 +677	+36%	+$88K	0.06%	175
2023 Q3	$258K	Sell	1,907 -397	-17%	-$54.2K	0.03%	215
2023 Q2	$330K	Buy	2,304 +402	+21%	+$59.1K	0.04%	196
2023 Q1	$264K	Buy	1,902 +228	+14%	+$30.7K	0.04%	211
2022 Q4	$227K	Buy	+1,674	New	+$210K	0.03%	224
2022 Q3	–	Sell	-1,898	Closed	-$250K	–	225
2022 Q2	$250K	Sell	1,898 -124,181	-98%	-$16.3M	0.06%	168
2022 Q1	$3.8M	Buy	+126,079	New	+$15.1M	0.05%	152

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

Aaron Wealth Advisors's AZN Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its AstraZeneca (AZN) stake by 21% in Q2 2026, selling an estimated $261K and leaving 5,254 shares worth $996K. The position accounts for 0.05% of the portfolio, ranked #244.

Aaron Wealth Advisors first reported a position in AZN in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.8M in Q1 2022. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Aaron Wealth Advisors held 5,254 shares of AstraZeneca worth $996K as of Q2 2026.
Aaron Wealth Advisors sold 1,390 AstraZeneca shares in Q2 2026, an estimated $261K.
AstraZeneca made up 0.05% of Aaron Wealth Advisors's portfolio in Q2 2026, its #244 holding.
Aaron Wealth Advisors first reported a position in AstraZeneca in Q1 2022 and has held it in 17 quarters since.
Aaron Wealth Advisors's AstraZeneca position peaked at $3.8M in Q1 2022.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.