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Alteri Wealth’s AstraZeneca AZN Stock Holding History

Alteri Wealth’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 		$236K Sell
1,244
-522
-30% -$98.2K 0.07% 258
2026
Q1 		$348K Sell
1,766
-85
-5% -$16.4K 0.11% 211
2025
Q4 		$340K Sell
1,851
-1,822
-50% -$320K 0.11% 207
2025
Q3 		$564K Buy
3,673
+175
+5% +$26.5K 0.19% 129
2025
Q2 		$489K Buy
3,498
+273
+8% +$38.3K 0.19% 136
2025
Q1 		$474K Buy
3,225
+1,265
+65% +$183K 0.21% 128
2024
Q4 		$257K Buy
+1,960
New +$274K 0.07% 208

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
ISS
Intesa Sanpaolo SpA. Turin, Italy $2.92B AUM
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

Alteri Wealth's AZN Position: Q2 2026 in Review

Alteri Wealth reduced its AstraZeneca (AZN) stake by 30% in Q2 2026, selling an estimated $98.2K and leaving 1,244 shares worth $236K. The position accounts for 0.07% of the portfolio, ranked #258.

Alteri Wealth first reported a position in AZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $564K in Q3 2025. 655 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Alteri Wealth held 1,244 shares of AstraZeneca worth $236K as of Q2 2026.
  • Alteri Wealth sold 522 AstraZeneca shares in Q2 2026, an estimated $98.2K.
  • AstraZeneca made up 0.07% of Alteri Wealth's portfolio in Q2 2026, its #258 holding.
  • Alteri Wealth first reported a position in AstraZeneca in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's AstraZeneca position peaked at $564K in Q3 2025.
  • 655 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.