Circle Wealth Management’s AstraZeneca AZN Stock Holding History

Circle 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	$1.1M	Buy	+5,861	New	+$1.1M	0.01%	142

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

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

Circle Wealth Management opened a new position in AstraZeneca (AZN) in Q2 2026: 5,861 shares worth $1.1M. The stake represents 0.01% of the portfolio and ranks #142 among its holdings.

1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Circle Wealth Management held 5,861 shares of AstraZeneca worth $1.1M as of Q2 2026.
AstraZeneca was a new Circle Wealth Management position in Q2 2026.
AstraZeneca made up 0.01% of Circle Wealth Management's portfolio in Q2 2026, its #142 holding.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.