Aureus Asset Management’s AstraZeneca AZN Stock Holding History

Aureus Asset 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	$210K	Hold	1,105	–	–	0.01%	224
2026 Q1	$218K	Buy	+1,105	New	+$213K	0.01%	213
2024 Q4	–	Sell	-1,529	Closed	-$238K	–	213
2024 Q3	$238K	Sell	1,529 -247	-14%	-$39.9K	0.02%	185
2024 Q2	$277K	Buy	1,776 +144	+9%	+$21.7K	0.02%	163
2024 Q1	$221K	Sell	1,632 -127	-7%	-$16.8K	0.02%	177
2023 Q4	$237K	Buy	1,759 +151	+9%	+$19.6K	0.02%	170
2023 Q3	$218K	Sell	1,608 -52	-3%	-$7.1K	0.02%	176
2023 Q2	$238K	Hold	1,660	–	–	0.02%	155
2023 Q1	$230K	Sell	1,660 -25	-1%	-$3.36K	0.02%	157
2022 Q4	$228K	Buy	+1,685	New	+$211K	0.02%	164

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

Aureus Asset Management's AZN Position: Q2 2026 in Review

Aureus Asset Management held its AstraZeneca (AZN) position steady in Q2 2026 at 1,105 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #224.

Aureus Asset Management first reported a position in AZN in Q4 2022 and has held it in 10 quarters since. The position peaked at $277K in Q2 2024. 1,498 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Aureus Asset Management held 1,105 shares of AstraZeneca worth $210K as of Q2 2026.
Aureus Asset Management left its AstraZeneca share count unchanged in Q2 2026.
AstraZeneca made up 0.01% of Aureus Asset Management's portfolio in Q2 2026, its #224 holding.
Aureus Asset Management first reported a position in AstraZeneca in Q4 2022 and has held it in 10 quarters since.
Aureus Asset Management's AstraZeneca position peaked at $277K in Q2 2024.
1,498 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Aureus Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.