AWM
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Athena Wealth Management’s AstraZeneca AZN Stock Holding History

Athena 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 		$1M Sell
5,277
-4,414
-46% -$830K 0.74% 35
2026
Q1 		$1.91M Buy
9,691
+6,536
+207% +$1.26M 1.56% 8
2025
Q4 		$580K Buy
+3,155
New +$553K 0.56% 38

Other funds holding AZN

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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return

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

Athena Wealth Management reduced its AstraZeneca (AZN) stake by 46% in Q2 2026, selling an estimated $830K and leaving 5,277 shares worth $1M. The position accounts for 0.74% of the portfolio, ranked #35.

Athena Wealth Management first reported a position in AZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.91M in Q1 2026. 351 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Athena Wealth Management held 5,277 shares of AstraZeneca worth $1M as of Q2 2026.
  • Athena Wealth Management sold 4,414 AstraZeneca shares in Q2 2026, an estimated $830K.
  • AstraZeneca made up 0.74% of Athena Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Athena Wealth Management first reported a position in AstraZeneca in Q4 2025 and has held it in 3 quarters since.
  • Athena Wealth Management's AstraZeneca position peaked at $1.91M in Q1 2026.
  • 351 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.