AIM
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Avity Investment Management’s AstraZeneca AZN Stock Holding History

Avity Investment 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
Q2 		$500K Buy
2,635
+335
+15% +$63K 0.03% 85
2026
Q1 		$454K Buy
+2,300
New +$443K 0.03% 89

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

Avity Investment Management's AZN Position: Q2 2026 in Review

Avity Investment Management increased its AstraZeneca (AZN) stake by 15% in Q2 2026, buying an estimated $63K and bringing the position to 2,635 shares worth $500K. The position accounts for 0.03% of the portfolio, ranked #85.

Avity Investment Management first reported a position in AZN in Q1 2026 and has held it in 2 quarters since. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Avity Investment Management held 2,635 shares of AstraZeneca worth $500K as of Q2 2026.
  • Avity Investment Management bought 335 AstraZeneca shares in Q2 2026, an estimated $63K.
  • AstraZeneca made up 0.03% of Avity Investment Management's portfolio in Q2 2026, its #85 holding.
  • Avity Investment Management first reported a position in AstraZeneca in Q1 2026 and has held it in 2 quarters since.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.