AWE
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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
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

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avidian Wealth Enterprises's AZN Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its AstraZeneca (AZN) stake by 4.9% in Q2 2026, selling an estimated $17.3K and leaving 1,798 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #564.

Avidian Wealth Enterprises first reported a position in AZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $373K in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Avidian Wealth Enterprises held 1,798 shares of AstraZeneca worth $341K as of Q2 2026.
  • Avidian Wealth Enterprises sold 92 AstraZeneca shares in Q2 2026, an estimated $17.3K.
  • AstraZeneca made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #564 holding.
  • Avidian Wealth Enterprises first reported a position in AstraZeneca in Q4 2025 and has held it in 3 quarters since.
  • Avidian Wealth Enterprises's AstraZeneca position peaked at $373K in Q1 2026.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.