Cerro Pacific Wealth Advisors’s AstraZeneca AZN Stock Holding History

Cerro Pacific Wealth Advisors’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	$351K	Buy	1,851 +177	+11%	+$33.3K	0.08%	133
2026 Q1	$330K	Buy	1,674 +24	+1%	+$4.63K	0.09%	126
2025 Q4	$303K	Buy	+1,650	New	+$289K	0.08%	131

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

Cerro Pacific Wealth Advisors's AZN Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its AstraZeneca (AZN) stake by 11% in Q2 2026, buying an estimated $33.3K and bringing the position to 1,851 shares worth $351K. The position accounts for 0.08% of the portfolio, ranked #133.

Cerro Pacific Wealth Advisors first reported a position in AZN in Q4 2025 and has held it in 3 quarters since. 1,498 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Cerro Pacific Wealth Advisors held 1,851 shares of AstraZeneca worth $351K as of Q2 2026.
Cerro Pacific Wealth Advisors bought 177 AstraZeneca shares in Q2 2026, an estimated $33.3K.
AstraZeneca made up 0.08% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #133 holding.
Cerro Pacific Wealth Advisors first reported a position in AstraZeneca in Q4 2025 and has held it in 3 quarters since.
1,498 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.