AWM
AZN icon

Accurate Wealth Management’s AstraZeneca AZN Stock Holding History

Accurate 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 		$763K Buy
4,440
+30
+0.7% +$5.64K 0.07% 262
2026
Q1 		$900K Sell
4,410
-28
-0.6% -$5.4K 0.11% 208
2025
Q4 		$840K Buy
4,438
+150
+3% +$26.3K 0.11% 204
2025
Q3 		$730K Buy
4,288
+39
+0.9% +$5.9K 0.1% 223
2025
Q2 		$610K Buy
4,249
+3
+0.1% +$420 0.09% 225
2025
Q1 		$563K Buy
4,246
+14
+0.3% +$2.03K 0.11% 192
2024
Q4 		$567K Buy
4,232
+138
+3% +$19.3K 0.11% 186
2024
Q3 		$637K Buy
4,094
+112
+3% +$18.1K 0.13% 160
2024
Q2 		$622K Buy
3,982
+32
+0.8% +$4.82K 0.15% 144
2024
Q1 		$542K Buy
3,950
+20
+0.5% +$2.65K 0.16% 140
2023
Q4 		$544K Buy
3,930
+1
+0% +$130 0.17% 124
2023
Q3 		$544K Sell
3,929
-22
-0.6% -$3K 0.17% 127
2023
Q2 		$532K Sell
3,951
-101
-2% -$14.9K 0.17% 126
2023
Q1 		$584K Buy
4,052
+3,842
+1,830% +$517K 0.2% 119
2022
Q4 		$30.1K Buy
+210
New +$26.3K 0.01% 568

Other funds holding AZN

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Accurate Wealth Management increased its AstraZeneca (AZN) stake by 0.68% in Q2 2026, buying an estimated $5.64K and bringing the position to 4,440 shares worth $763K. The position accounts for 0.07% of the portfolio, ranked #262.

Accurate Wealth Management first reported a position in AZN in Q4 2022 and has held it in 15 quarters since. The position peaked at $900K in Q1 2026. 502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Accurate Wealth Management held 4,440 shares of AstraZeneca worth $763K as of Q2 2026.
  • Accurate Wealth Management bought 30 AstraZeneca shares in Q2 2026, an estimated $5.64K.
  • AstraZeneca made up 0.07% of Accurate Wealth Management's portfolio in Q2 2026, its #262 holding.
  • Accurate Wealth Management first reported a position in AstraZeneca in Q4 2022 and has held it in 15 quarters since.
  • Accurate Wealth Management's AstraZeneca position peaked at $900K in Q1 2026.
  • 502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.