Alvarez & Marsal Private Wealth Partners’s AstraZeneca AZN Stock Holding History

Alvarez & Marsal Private 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 Q2	$220K	Buy	+1,159	New	+$218K	0.03%	96

Other funds holding AZN

Evelyn Partners London $46.9B AUM

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Alvarez & Marsal Private Wealth Partners's AZN Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners opened a new position in AstraZeneca (AZN) in Q2 2026: 1,159 shares worth $220K. The stake represents 0.03% of the portfolio and ranks #96 among its holdings.

1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Alvarez & Marsal Private Wealth Partners held 1,159 shares of AstraZeneca worth $220K as of Q2 2026.
AstraZeneca was a new Alvarez & Marsal Private Wealth Partners position in Q2 2026.
AstraZeneca made up 0.03% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #96 holding.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.