Chung Wu Investment Group’s AstraZeneca AZN Stock Holding History

Chung Wu Investment Group’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	$659K	Buy	+3,475	New	+$654K	0.43%	43
2026 Q1	–	Sell	-3,475	Closed	-$639K	–	265
2025 Q4	$639K	Sell	3,475 -50	-1%	-$8.77K	0.52%	42
2025 Q3	$541K	Hold	3,525	–	–	0.45%	46
2025 Q2	$493K	Sell	3,525 -150	-4%	-$21K	0.51%	43
2025 Q1	$540K	Hold	3,675	–	–	0.65%	33
2024 Q4	$482K	Buy	+3,675	New	+$515K	0.49%	41

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

Chung Wu Investment Group's AZN Position: Q2 2026 in Review

Chung Wu Investment Group opened a new position in AstraZeneca (AZN) in Q2 2026: 3,475 shares worth $659K. The stake represents 0.43% of the portfolio and ranks #43 among its holdings. This is a return to the name: Chung Wu Investment Group previously reported a position in AZN as recently as Q4 2025.

Chung Wu Investment Group first reported a position in AZN in Q4 2024 and has held it in 6 quarters since. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Chung Wu Investment Group held 3,475 shares of AstraZeneca worth $659K as of Q2 2026.
AstraZeneca was a new Chung Wu Investment Group position in Q2 2026.
AstraZeneca made up 0.43% of Chung Wu Investment Group's portfolio in Q2 2026, its #43 holding.
Chung Wu Investment Group first reported a position in AstraZeneca in Q4 2024 and has held it in 6 quarters since.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.