Abacus Wealth Partners
AZN icon

Abacus Wealth Partners’s AstraZeneca AZN Stock Holding History

Abacus Wealth Partners’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
Q3 		$408K Buy
2,528
+21
+0.8% +$3.5K 0.05% 172
2026
Q2 		$475K Sell
2,507
-4,001
-61% -$753K 0.05% 155
2026
Q1 		$1.28M Buy
6,508
+190
+3% +$36.6K 0.12% 79
2025
Q4 		$1.16M Buy
+6,318
New +$1.11M 0.11% 88

Other funds holding AZN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
SEB Asset Management
SEB Asset Management Stockholm $27B AUM
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Abacus Wealth Partners's AZN Position: Q3 2026 in Review

Abacus Wealth Partners increased its AstraZeneca (AZN) stake by 0.84% in Q3 2026, buying an estimated $3.5K and bringing the position to 2,528 shares worth $408K. The position accounts for 0.05% of the portfolio, ranked #172.

Abacus Wealth Partners first reported a position in AZN in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.28M in Q1 2026. 918 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • Abacus Wealth Partners held 2,528 shares of AstraZeneca worth $408K as of Q3 2026.
  • Abacus Wealth Partners bought 21 AstraZeneca shares in Q3 2026, an estimated $3.5K.
  • AstraZeneca made up 0.05% of Abacus Wealth Partners's portfolio in Q3 2026, its #172 holding.
  • Abacus Wealth Partners first reported a position in AstraZeneca in Q4 2025 and has held it in 4 quarters since.
  • Abacus Wealth Partners's AstraZeneca position peaked at $1.28M in Q1 2026.
  • 918 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Abacus Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.