Avantra Family Wealth’s AstraZeneca AZN Stock Holding History

Avantra Family Wealth’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	$580K	Sell	3,057 -253	-8%	-$47.6K	0.37%	89
2026 Q1	$653K	Sell	3,310 -3	-0.1%	-$578	0.49%	62
2025 Q4	$609K	Buy	3,313 +17	+0.5%	+$2.98K	0.44%	69
2025 Q3	$506K	Sell	3,296 -28	-0.8%	-$4.24K	0.38%	81
2025 Q2	$465K	Buy	3,324 +139	+4%	+$19.5K	0.38%	72
2025 Q1	$468K	Sell	3,185 -1,365	-30%	-$197K	0.45%	79
2024 Q4	$596K	Buy	+4,550	New	+$637K	0.56%	57

Other funds holding AZN

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ISS

Intesa Sanpaolo SpA. Turin, Italy $2.92B AUM

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

Avantra Family Wealth's AZN Position: Q2 2026 in Review

Avantra Family Wealth reduced its AstraZeneca (AZN) stake by 7.6% in Q2 2026, selling an estimated $47.6K and leaving 3,057 shares worth $580K. The position accounts for 0.37% of the portfolio, ranked #89.

Avantra Family Wealth first reported a position in AZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $653K in Q1 2026. 655 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Avantra Family Wealth held 3,057 shares of AstraZeneca worth $580K as of Q2 2026.
Avantra Family Wealth sold 253 AstraZeneca shares in Q2 2026, an estimated $47.6K.
AstraZeneca made up 0.37% of Avantra Family Wealth's portfolio in Q2 2026, its #89 holding.
Avantra Family Wealth first reported a position in AstraZeneca in Q4 2024 and has held it in 7 quarters since.
Avantra Family Wealth's AstraZeneca position peaked at $653K in Q1 2026.
655 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.