Baker Tilly Wealth Management’s AstraZeneca AZN Stock Holding History

Baker Tilly 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	$860K	Buy	4,537 +69	+2%	+$13K	0.18%	106
2026 Q1	$881K	Buy	4,468 +11	+0.2%	+$2.12K	0.21%	100
2025 Q4	$819K	Sell	4,457 -393	-8%	-$68.9K	0.2%	105
2025 Q3	$744K	Buy	4,850 +133	+3%	+$20.1K	0.17%	112
2025 Q2	$659K	Buy	4,717 +4	+0.1%	+$561	0.24%	100
2025 Q1	$693K	Sell	4,713 -20	-0.4%	-$2.89K	0.27%	94
2024 Q4	$620K	Buy	4,733 +583	+14%	+$81.6K	0.24%	99
2024 Q3	$647K	Buy	4,150 +770	+23%	+$124K	0.29%	88
2024 Q2	$527K	Sell	3,380 -1,537	-31%	-$231K	0.22%	112
2024 Q1	$666K	Buy	4,917 +1	+0%	+$132	0.12%	187
2023 Q4	$662K	Buy	4,916 +2,620	+114%	+$341K	0.11%	213
2023 Q3	$311K	Buy	+2,296	New	+$314K	0.05%	359
2021 Q2	–	Sell	-2,021	Closed	-$201K	–	493
2021 Q1	$201K	Buy	+2,021	New	+$203K	0.04%	448

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

Baker Tilly Wealth Management's AZN Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its AstraZeneca (AZN) stake by 1.5% in Q2 2026, buying an estimated $13K and bringing the position to 4,537 shares worth $860K. The position accounts for 0.18% of the portfolio, ranked #106.

Baker Tilly Wealth Management first reported a position in AZN in Q1 2021 and has held it in 13 quarters since. The position peaked at $881K in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Baker Tilly Wealth Management held 4,537 shares of AstraZeneca worth $860K as of Q2 2026.
Baker Tilly Wealth Management bought 69 AstraZeneca shares in Q2 2026, an estimated $13K.
AstraZeneca made up 0.18% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #106 holding.
Baker Tilly Wealth Management first reported a position in AstraZeneca in Q1 2021 and has held it in 13 quarters since.
Baker Tilly Wealth Management's AstraZeneca position peaked at $881K in Q1 2026.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.