Acumen Wealth Advisors’s AstraZeneca AZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$37.2K Buy
196
+59
+43% +$11.1K 0.01% 172
2026
Q1
$27K Buy
137
+3
+2% +$578 0.01% 189
2025
Q4
$24.5K Buy
+134
New +$23.5K 0.01% 193

Other funds holding AZN

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

Acumen Wealth Advisors increased its AstraZeneca (AZN) stake by 43% in Q2 2026, buying an estimated $11.1K and bringing the position to 196 shares worth $37.2K. The position accounts for 0.01% of the portfolio, ranked #172.

Acumen Wealth Advisors first reported a position in AZN in Q4 2025 and has held it in 3 quarters since. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Acumen Wealth Advisors held 196 shares of AstraZeneca worth $37.2K as of Q2 2026.
  • Acumen Wealth Advisors bought 59 AstraZeneca shares in Q2 2026, an estimated $11.1K.
  • AstraZeneca made up 0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #172 holding.
  • Acumen Wealth Advisors first reported a position in AstraZeneca in Q4 2025 and has held it in 3 quarters since.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.