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Beverly Hills Private Wealth’s AstraZeneca AZN Stock Holding History

Beverly Hills Private Wealth’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
Q1 		– Sell
-2,781
Closed -$511K – 353
2025
Q4 		$511K Sell
2,781
-190
-6% -$33.3K 0.09% 174
2025
Q3 		$456K Sell
2,971
-74
-2% -$11.2K 0.08% 198
2025
Q2 		$426K Sell
3,045
-339
-10% -$47.5K 0.08% 199
2025
Q1 		$497K Sell
3,384
-50
-1% -$7.23K 0.1% 175
2024
Q4 		$450K Sell
3,434
-64
-2% -$8.96K 0.09% 183
2024
Q3 		$545K Sell
3,498
-611
-15% -$98.6K 0.11% 173
2024
Q2 		$641K Sell
4,109
-361
-8% -$54.3K 0.14% 157
2024
Q1 		$606K Sell
4,470
-234
-5% -$31K 0.14% 158
2023
Q4 		$634K Sell
4,704
-218
-4% -$28.3K 0.17% 135
2023
Q3 		$667K Sell
4,922
-7,768
-61% -$1.06M 0.2% 111
2023
Q2 		$1.76M Buy
12,690
+5,984
+89% +$880K 0.29% 82
2023
Q1 		$931K Buy
6,706
+912
+16% +$123K 0.29% 88
2022
Q4 		$786K Buy
+5,794
New +$727K 0.34% 82

Other funds holding AZN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Asset Management
Vanguard Asset Management London, Ec4n 8af $148B AUM

Beverly Hills Private Wealth's AZN Position: Q1 2026 in Review

Beverly Hills Private Wealth sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 2,781 shares — an estimated $511K sold.

Beverly Hills Private Wealth first reported a position in AZN in Q4 2022 and held it in 13 quarters. The position peaked at $1.76M in Q2 2023. 1,383 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Beverly Hills Private Wealth reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 2,781 AstraZeneca shares in Q1 2026, an estimated $511K.
  • Beverly Hills Private Wealth first reported a position in AstraZeneca in Q4 2022 and held it in 13 quarters.
  • Beverly Hills Private Wealth's AstraZeneca position peaked at $1.76M in Q2 2023.
  • 1,383 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.