Aventura Private Wealth’s AstraZeneca AZN Stock Holding History

Aventura Private 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	$96.1K	Buy	507 +256	+102%	+$48.2K	0.03%	259
2026 Q1	$49.4K	Buy	251 +1	+0.4%	+$193	0.02%	326
2025 Q4	$46K	Hold	250	–	–	0.02%	305
2025 Q3	$38.4K	Hold	250	–	–	0.01%	327
2025 Q2	$34.9K	Buy	250 +15	+6%	+$2.1K	0.02%	312
2025 Q1	$34.5K	Buy	235 +1	+0.4%	+$145	0.02%	300
2024 Q4	$30.6K	Buy	+234	New	+$32.8K	0.02%	299

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

Aventura Private Wealth's AZN Position: Q2 2026 in Review

Aventura Private Wealth increased its AstraZeneca (AZN) stake by 102% in Q2 2026, buying an estimated $48.2K and bringing the position to 507 shares worth $96.1K. The position accounts for 0.03% of the portfolio, ranked #259.

Aventura Private Wealth first reported a position in AZN in Q4 2024 and has held it in 7 quarters since. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Aventura Private Wealth held 507 shares of AstraZeneca worth $96.1K as of Q2 2026.
Aventura Private Wealth bought 256 AstraZeneca shares in Q2 2026, an estimated $48.2K.
AstraZeneca made up 0.03% of Aventura Private Wealth's portfolio in Q2 2026, its #259 holding.
Aventura Private Wealth first reported a position in AstraZeneca in Q4 2024 and has held it in 7 quarters since.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.