Arista Wealth Management’s AstraZeneca AZN Stock Holding History

Arista 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	$481K	Hold	2,536	–	–	0.05%	171
2026 Q1	$500K	Sell	2,536 -1	-0%	-$193	0.06%	161
2025 Q4	$466K	Sell	2,537 -134	-5%	-$23.5K	0.06%	146
2025 Q3	$410K	Sell	2,671 -2,000	-43%	-$303K	0.05%	165
2025 Q2	$653K	Buy	+4,671	New	+$655K	0.09%	122

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

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

Arista Wealth Management held its AstraZeneca (AZN) position steady in Q2 2026 at 2,536 shares worth $481K. The position accounts for 0.05% of the portfolio, ranked #171.

Arista Wealth Management first reported a position in AZN in Q2 2025 and has held it in 5 quarters since. The position peaked at $653K in Q2 2025. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Arista Wealth Management held 2,536 shares of AstraZeneca worth $481K as of Q2 2026.
Arista Wealth Management left its AstraZeneca share count unchanged in Q2 2026.
AstraZeneca made up 0.05% of Arista Wealth Management's portfolio in Q2 2026, its #171 holding.
Arista Wealth Management first reported a position in AstraZeneca in Q2 2025 and has held it in 5 quarters since.
Arista Wealth Management's AstraZeneca position peaked at $653K in Q2 2025.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.