AWM
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Axxcess Wealth Management’s AstraZeneca AZN Stock Holding History

Axxcess 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
Q2 		$1.12M Buy
+5,892
New +$1.11M 0.02% 503
2026
Q1 		– Sell
-10,829
Closed -$1.99M – 428
2025
Q4 		$1.99M Sell
10,829
-936
-8% -$164K 0.03% 380
2025
Q3 		$1.81M Buy
11,765
+1,770
+18% +$268K 0.04% 339
2025
Q2 		$1.4M Sell
9,995
-813
-8% -$114K 0.03% 350
2025
Q1 		$1.59M Buy
10,808
+611
+6% +$88.4K 0.04% 300
2024
Q4 		$1.34M Sell
10,197
-307
-3% -$43K 0.03% 349
2024
Q3 		$1.64M Sell
10,504
-34
-0.3% -$5.49K 0.04% 305
2024
Q2 		$1.64M Sell
10,538
-1,375
-12% -$207K 0.04% 287
2024
Q1 		$1.61M Sell
11,913
-110
-0.9% -$14.6K 0.04% 290
2023
Q4 		$1.62M Buy
12,023
+2,681
+29% +$349K 0.05% 278
2023
Q3 		$1.27M Buy
9,342
+6,059
+185% +$828K 0.04% 274
2023
Q2 		$470K Sell
3,283
-2,820
-46% -$415K 0.03% 365
2023
Q1 		$847K Buy
6,103
+3,449
+130% +$464K 0.06% 257
2022
Q4 		$360K Buy
+2,654
New +$333K 0.03% 421
2022
Q3 		– Sell
-1,655
Closed -$219K – 548
2022
Q2 		$219K Buy
+1,655
New +$217K 0.02% 479

Other funds holding AZN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Axxcess Wealth Management's AZN Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in AstraZeneca (AZN) in Q2 2026: 5,892 shares worth $1.12M. The stake represents 0.02% of the portfolio and ranks #503 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in AZN as recently as Q4 2025.

Axxcess Wealth Management first reported a position in AZN in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.99M in Q4 2025. 843 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Axxcess Wealth Management held 5,892 shares of AstraZeneca worth $1.12M as of Q2 2026.
  • AstraZeneca was a new Axxcess Wealth Management position in Q2 2026.
  • AstraZeneca made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #503 holding.
  • Axxcess Wealth Management first reported a position in AstraZeneca in Q2 2022 and has held it in 15 quarters since.
  • Axxcess Wealth Management's AstraZeneca position peaked at $1.99M in Q4 2025.
  • 843 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.