Avior Wealth Management’s AstraZeneca AZN Stock Holding History

Avior Wealth Management’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	$321K	Sell	1,987 -420	-17%	-$70K	0.01%	644
2026 Q2	$456K	Buy	+2,407	New	+$453K	0.01%	540
2025 Q1	–	Sell	-852	Closed	-$112K	–	867
2024 Q4	$112K	Sell	852 -292	-26%	-$40.9K	﹤0.01%	858
2024 Q3	$178K	Sell	1,144 -106	-8%	-$17.1K	0.01%	728
2024 Q2	$195K	Buy	1,250 +42	+3%	+$6.32K	0.01%	676
2024 Q1	$164K	Buy	1,208 +1,198	+11,980%	+$159K	0.01%	773
2023 Q4	$1.35K	Hold	10	–	–	﹤0.01%	1349
2023 Q3	$1.35K	Hold	10	–	–	﹤0.01%	1420
2023 Q2	$1.42K	Hold	10	–	–	﹤0.01%	1385
2023 Q1	$1.38K	Hold	10	–	–	﹤0.01%	1432
2022 Q4	$1.33K	Hold	10	–	–	﹤0.01%	1088
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	1057
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	973
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	1011
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	1003
2021 Q3	$1K	Buy	+10	New	+$1.16K	﹤0.01%	973
2021 Q1	–	Sell	-309	Closed	-$30K	–	1004
2020 Q4	$30K	Buy	+309	New	+$32.7K	﹤0.01%	548

Other funds holding AZN

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

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 Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

LPPL

Loftus Peak Pty Ltd Sydney, Australia $781M AUM

Avior Wealth Management's AZN Position: Q3 2026 in Review

Avior Wealth Management reduced its AstraZeneca (AZN) stake by 17% in Q3 2026, selling an estimated $70K and leaving 1,987 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #644.

Avior Wealth Management first reported a position in AZN in Q4 2020 and has held it in 17 quarters since. The position peaked at $456K in Q2 2026. 172 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

Avior Wealth Management held 1,987 shares of AstraZeneca worth $321K as of Q3 2026.
Avior Wealth Management sold 420 AstraZeneca shares in Q3 2026, an estimated $70K.
AstraZeneca made up 0.01% of Avior Wealth Management's portfolio in Q3 2026, its #644 holding.
Avior Wealth Management first reported a position in AstraZeneca in Q4 2020 and has held it in 17 quarters since.
Avior Wealth Management's AstraZeneca position peaked at $456K in Q2 2026.
172 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.