Avion Wealth’s AstraZeneca AZN Stock Holding History

Avion 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	$37K	Hold	197	–	–	0.01%	282
2026 Q1	$38K	Buy	197 +160	+432%	+$30.9K	0.01%	238
2025 Q4	$6K	Hold	37	–	–	﹤0.01%	605
2025 Q3	$5K	Hold	37	–	–	﹤0.01%	637
2025 Q2	$5K	Sell	37 -51	-58%	-$7.15K	﹤0.01%	611
2025 Q1	$11K	Hold	88	–	–	﹤0.01%	364
2024 Q4	$11K	Buy	88 +51	+138%	+$7.14K	﹤0.01%	364
2024 Q3	$5K	Hold	37	–	–	﹤0.01%	509
2024 Q2	$5K	Hold	37	–	–	﹤0.01%	451
2024 Q1	$6K	Hold	37	–	–	﹤0.01%	408
2023 Q4	$5K	Hold	37	–	–	﹤0.01%	388
2023 Q3	$5K	Sell	37 -7	-16%	-$956	﹤0.01%	346
2023 Q2	$6K	Hold	44	–	–	﹤0.01%	333
2023 Q1	$5K	Buy	44 +7	+19%	+$942	﹤0.01%	315
2022 Q4	$4K	Hold	37	–	–	﹤0.01%	332
2022 Q3	$4K	Hold	37	–	–	﹤0.01%	338
2022 Q2	$5K	Buy	+37	New	+$4.86K	﹤0.01%	318
2022 Q1	–	Sell	-8	Closed	-$1K	–	399
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	350
2021 Q3	$1K	Buy	+8	New	+$931	﹤0.01%	331

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

Avion Wealth's AZN Position: Q2 2026 in Review

Avion Wealth held its AstraZeneca (AZN) position steady in Q2 2026 at 197 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #282.

Avion Wealth first reported a position in AZN in Q3 2021 and has held it in 19 quarters since. The position peaked at $38K in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Avion Wealth held 197 shares of AstraZeneca worth $37K as of Q2 2026.
Avion Wealth left its AstraZeneca share count unchanged in Q2 2026.
AstraZeneca made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #282 holding.
Avion Wealth first reported a position in AstraZeneca in Q3 2021 and has held it in 19 quarters since.
Avion Wealth's AstraZeneca position peaked at $38K in Q1 2026.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.