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Baron Wealth Management’s AstraZeneca AZN Stock Holding History

Baron 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 		– Sell
-1,036
Closed -$204K – 306
2026
Q1 		$204K Buy
+1,036
New +$200K 0.06% 264
2025
Q1 		– Sell
-1,622
Closed -$212K – 214
2024
Q4 		$212K Sell
1,622
-1,089
-40% -$152K 0.1% 172
2024
Q3 		$422K Sell
2,711
-22
-0.8% -$3.55K 0.2% 77
2024
Q2 		$426K Sell
2,733
-211
-7% -$31.8K 0.22% 70
2024
Q1 		$399K Buy
2,944
+147
+5% +$19.5K 0.21% 76
2023
Q4 		$377K Buy
2,797
+161
+6% +$20.9K 0.21% 75
2023
Q3 		$357K Buy
2,636
+271
+11% +$37K 0.23% 75
2023
Q2 		$338K Buy
2,365
+286
+14% +$42.1K 0.21% 79
2023
Q1 		$289K Buy
+2,079
New +$280K 0.2% 88

Other funds holding AZN

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

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

Baron Wealth Management sold out of AstraZeneca (AZN) in Q2 2026, closing a stake of 1,036 shares — an estimated $204K sold.

Baron Wealth Management first reported a position in AZN in Q1 2023 and held it in 9 quarters. The position peaked at $426K in Q2 2024. 434 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Baron Wealth Management reported no remaining AstraZeneca position as of Q2 2026 after selling out during the quarter.
  • Baron Wealth Management sold 1,036 AstraZeneca shares in Q2 2026, an estimated $204K.
  • Baron Wealth Management first reported a position in AstraZeneca in Q1 2023 and held it in 9 quarters.
  • Baron Wealth Management's AstraZeneca position peaked at $426K in Q2 2024.
  • 434 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.