AWM
AZN icon

Aprio Wealth Management’s AstraZeneca AZN Stock Holding History

Aprio 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 		$668K Sell
3,524
-1,077
-23% -$203K 0.03% 318
2026
Q1 		$907K Buy
4,601
+138
+3% +$26.6K 0.05% 230
2025
Q4 		$821K Buy
4,463
+1,638
+58% +$287K 0.05% 230
2025
Q3 		$433K Buy
2,825
+906
+47% +$137K 0.04% 250
2025
Q2 		$268K Sell
1,919
-3,307
-63% -$463K 0.03% 323
2025
Q1 		$768K Buy
5,226
+2,814
+117% +$407K 0.1% 133
2024
Q4 		$316K Sell
2,412
-169
-7% -$23.7K 0.05% 203
2024
Q3 		$402K Buy
2,581
+430
+20% +$69.4K 0.06% 145
2024
Q2 		$336K Buy
2,151
+321
+18% +$48.3K 0.06% 151
2024
Q1 		$248K Buy
+1,830
New +$242K 0.05% 186

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
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
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

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

Aprio Wealth Management reduced its AstraZeneca (AZN) stake by 23% in Q2 2026, selling an estimated $203K and leaving 3,524 shares worth $668K. The position accounts for 0.03% of the portfolio, ranked #318.

Aprio Wealth Management first reported a position in AZN in Q1 2024 and has held it in 10 quarters since. The position peaked at $907K in Q1 2026. 443 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Aprio Wealth Management held 3,524 shares of AstraZeneca worth $668K as of Q2 2026.
  • Aprio Wealth Management sold 1,077 AstraZeneca shares in Q2 2026, an estimated $203K.
  • AstraZeneca made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #318 holding.
  • Aprio Wealth Management first reported a position in AstraZeneca in Q1 2024 and has held it in 10 quarters since.
  • Aprio Wealth Management's AstraZeneca position peaked at $907K in Q1 2026.
  • 443 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.