Aries Wealth Management’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 | $839K | Sell |
4,486
-75
| -2% | -$14.1K | 0.16% | 113 |
|
|
2026
Q1 | $900K | Sell |
4,561
-153
| -3% | -$29.5K | 0.2% | 101 |
|
|
2025
Q4 | $867K | Buy |
4,714
+90
| +2% | +$15.8K | 0.19% | 106 |
|
|
2025
Q3 | $710K | Sell |
4,624
-150
| -3% | -$22.7K | 0.17% | 113 |
|
|
2025
Q2 | $667K | Hold |
4,774
| – | – | 0.17% | 113 |
|
|
2025
Q1 | $702K | Sell |
4,774
-15
| -0.3% | -$2.17K | 0.19% | 111 |
|
|
2024
Q4 | $628K | Hold |
4,789
| – | – | 0.17% | 122 |
|
|
2024
Q3 | $746K | Sell |
4,789
-446
| -9% | -$72K | 0.21% | 106 |
|
|
2024
Q2 | $817K | Hold |
5,235
| – | – | 0.26% | 97 |
|
|
2024
Q1 | $709K | Hold |
5,235
| – | – | 0.23% | 100 |
|
|
2023
Q4 | $705K | Sell |
5,235
-5
| -0.1% | -$650 | 0.25% | 93 |
|
|
2023
Q3 | $711K | Buy |
5,240
+317
| +6% | +$43.3K | 0.28% | 89 |
|
|
2023
Q2 | $705K | Hold |
4,923
| – | – | 0.27% | 93 |
|
|
2023
Q1 | $683K | Hold |
4,923
| – | – | 0.28% | 91 |
|
|
2022
Q4 | $668K | Hold |
4,923
| – | – | 0.29% | 90 |
|
|
2022
Q3 | $579K | Sell |
4,923
-92
| -2% | -$11.7K | 0.26% | 95 |
|
|
2022
Q2 | $663K | Buy |
+5,015
| New | +$658K | 0.3% | 76 |
|
|
2022
Q1 | – | Sell |
-5,015
| Closed | -$584K | – | 83 |
|
|
2021
Q4 | $584K | Sell |
5,015
-721
| -13% | -$84.8K | 0.22% | 100 |
|
|
2021
Q3 | $689K | Buy |
5,736
+216
| +4% | +$25.1K | 0.29% | 81 |
|
|
2021
Q2 | $661K | Sell |
5,520
-328
| -6% | -$36K | 0.28% | 83 |
|
|
2021
Q1 | $583K | Buy |
5,848
+833
| +17% | +$83.7K | 0.26% | 88 |
|
|
2020
Q4 | $510K | Hold |
5,015
| – | – | 0.25% | 89 |
|
|
2020
Q3 | $550K | Hold |
5,015
| – | – | 0.31% | 79 |
|
|
2020
Q2 | $530K | Hold |
5,015
| – | – | 0.32% | 76 |
|
|
2020
Q1 | $439K | Hold |
5,015
| – | – | 0.33% | 74 |
|
|
2019
Q4 | $500K | Hold |
5,015
| – | – | 0.31% | 77 |
|
|
2019
Q3 | $437K | Hold |
5,015
| – | – | 0.29% | 86 |
|
|
2019
Q2 | $411K | Hold |
5,015
| – | – | 0.29% | 91 |
|
|
2019
Q1 | $406K | Hold |
5,015
| – | – | 0.3% | 80 |
|
|
2018
Q4 | $381K | Hold |
5,015
| – | – | 0.4% | 67 |
|
|
2018
Q3 | $397K | Hold |
5,015
| – | – | 0.36% | 72 |
|
|
2018
Q2 | $392K | Hold |
5,015
| – | – | 0.36% | 75 |
|
|
2018
Q1 | $368K | Hold |
5,015
| – | – | 0.36% | 77 |
|
|
2017
Q4 | $355K | Buy |
+5,015
| New | +$338K | 0.33% | 83 |
|
Other funds holding AZN
EP
IA
Aries Wealth Management's AZN Position: Q2 2026 in Review
Aries Wealth Management reduced its AstraZeneca (AZN) stake by 1.6% in Q2 2026, selling an estimated $14.1K and leaving 4,486 shares worth $839K. The position accounts for 0.16% of the portfolio, ranked #113.
Aries Wealth Management first reported a position in AZN in Q4 2017 and has held it in 34 quarters since. The position peaked at $900K in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.
- Aries Wealth Management held 4,486 shares of AstraZeneca worth $839K as of Q2 2026.
- Aries Wealth Management sold 75 AstraZeneca shares in Q2 2026, an estimated $14.1K.
- AstraZeneca made up 0.16% of Aries Wealth Management's portfolio in Q2 2026, its #113 holding.
- Aries Wealth Management first reported a position in AstraZeneca in Q4 2017 and has held it in 34 quarters since.
- Aries Wealth Management's AstraZeneca position peaked at $900K in Q1 2026.
- 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.
Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.