Avidian Wealth Enterprises
AZN icon

Avidian Wealth Enterprises’s AstraZeneca AZN Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$326K Buy
2,016
+218
+12% +$36.3K 0.01% 588
2026
Q2 		$341K Sell
1,798
-92
-5% -$17.3K 0.01% 564
2026
Q1 		$373K Buy
1,890
+564
+43% +$109K 0.01% 496
2025
Q4 		$244K Buy
+1,326
New +$233K 0.01% 511

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Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
OP
Oslo Pensjonsforsikring Oslo $863M AUM 18.29% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Avidian Wealth Enterprises's AZN Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its AstraZeneca (AZN) stake by 12% in Q3 2026, buying an estimated $36.3K and bringing the position to 2,016 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #588.

Avidian Wealth Enterprises first reported a position in AZN in Q4 2025 and has held it in 4 quarters since. The position peaked at $373K in Q1 2026. 184 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • Avidian Wealth Enterprises held 2,016 shares of AstraZeneca worth $326K as of Q3 2026.
  • Avidian Wealth Enterprises bought 218 AstraZeneca shares in Q3 2026, an estimated $36.3K.
  • AstraZeneca made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #588 holding.
  • Avidian Wealth Enterprises first reported a position in AstraZeneca in Q4 2025 and has held it in 4 quarters since.
  • Avidian Wealth Enterprises's AstraZeneca position peaked at $373K in Q1 2026.
  • 184 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.