AWM
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Abound Wealth Management’s AstraZeneca AZN Stock Holding History

Abound Wealth Management’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 		$37.3K Sell
197
-18
-8% -$3.39K 0.01% 274
2026
Q1 		$42.3K Sell
215
-25
-10% -$4.82K 0.01% 273
2025
Q4 		$44.1K Sell
240
-22
-8% -$3.86K 0.01% 247
2025
Q3 		$40.1K Buy
262
+248
+1,771% +$37.5K 0.01% 241
2025
Q2 		$1.96K Hold
14
– – ﹤0.01% 750
2025
Q1 		$2.06K Sell
14
-4
-22% -$579 ﹤0.01% 698
2024
Q4 		$2.29K Sell
18
-96
-84% -$13.4K ﹤0.01% 660
2024
Q3 		$17.8K Sell
114
-6
-5% -$969 0.01% 317
2024
Q2 		$18.8K Hold
120
– – 0.01% 261
2024
Q1 		$16.2K Hold
120
– – 0.01% 288
2023
Q4 		$16.2K Buy
120
+1
+0.8% +$130 0.01% 302
2023
Q3 		$16.1K Hold
119
– – 0.01% 247
2023
Q2 		$17.1K Buy
119
+23
+24% +$3.38K 0.01% 238
2023
Q1 		$13.3K Hold
96
– – 0.01% 251
2022
Q4 		$13K Sell
96
-60
-38% -$7.52K 0.01% 227
2022
Q3 		$17.1K Buy
+156
New +$19.8K 0.01% 211

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Abound Wealth Management's AZN Position: Q2 2026 in Review

Abound Wealth Management reduced its AstraZeneca (AZN) stake by 8.4% in Q2 2026, selling an estimated $3.39K and leaving 197 shares worth $37.3K. The position accounts for 0.01% of the portfolio, ranked #274.

Abound Wealth Management first reported a position in AZN in Q3 2022 and has held it in 16 quarters since. The position peaked at $44.1K in Q4 2025. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Abound Wealth Management held 197 shares of AstraZeneca worth $37.3K as of Q2 2026.
  • Abound Wealth Management sold 18 AstraZeneca shares in Q2 2026, an estimated $3.39K.
  • AstraZeneca made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #274 holding.
  • Abound Wealth Management first reported a position in AstraZeneca in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's AstraZeneca position peaked at $44.1K in Q4 2025.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.