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Concord Wealth Partners’s AstraZeneca AZN Stock Holding History

Concord Wealth Partners’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 		$63.5K Buy
+335
New +$63K 0.01% 333
2026
Q1 		– Sell
-336
Closed -$61.7K – 252
2025
Q4 		$61.7K Hold
336
– – 0.01% 304
2025
Q3 		$51.5K Hold
336
– – 0.01% 329
2025
Q2 		$46.9K Sell
336
-754
-69% -$106K 0.01% 350
2025
Q1 		$160K Sell
1,090
-46
-4% -$6.66K 0.03% 204
2024
Q4 		$149K Buy
1,136
+25
+2% +$3.5K 0.02% 216
2024
Q3 		$173K Buy
1,111
+26
+2% +$4.2K 0.03% 214
2024
Q2 		$169K Hold
1,085
– – 0.03% 208
2024
Q1 		$147K Buy
1,085
+10
+0.9% +$1.32K 0.03% 234
2023
Q4 		$145K Sell
1,075
-86
-7% -$11.2K 0.03% 243
2023
Q3 		$157K Buy
1,161
+5
+0.4% +$683 0.03% 219
2023
Q2 		$165K Hold
1,156
– – 0.04% 211
2023
Q1 		$160K Buy
1,156
+9
+0.8% +$1.21K 0.05% 190
2022
Q4 		$156K Buy
+1,147
New +$144K 0.05% 191
2022
Q3 		– Sell
-1,142
Closed -$151K – 236
2022
Q2 		$151K Sell
1,142
-72
-6% -$9.45K 0.04% 196
2022
Q1 		$161K Sell
1,214
-37
-3% -$4.44K 0.04% 215
2021
Q4 		$146K Buy
1,251
+904
+261% +$106K 0.04% 240
2021
Q3 		$42K Buy
347
+11
+3% +$1.28K 0.02% 246
2021
Q2 		$40K Hold
336
– – 0.01% 380
2021
Q1 		$33K Hold
336
– – 0.01% 398
2020
Q4 		$34K Buy
+336
New +$35.6K 0.03% 248

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Concord Wealth Partners's AZN Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in AstraZeneca (AZN) in Q2 2026: 335 shares worth $63.5K. The stake represents 0.01% of the portfolio and ranks #333 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in AZN as recently as Q4 2025.

Concord Wealth Partners first reported a position in AZN in Q4 2020 and has held it in 21 quarters since. The position peaked at $173K in Q3 2024. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Concord Wealth Partners held 335 shares of AstraZeneca worth $63.5K as of Q2 2026.
  • AstraZeneca was a new Concord Wealth Partners position in Q2 2026.
  • AstraZeneca made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #333 holding.
  • Concord Wealth Partners first reported a position in AstraZeneca in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's AstraZeneca position peaked at $173K in Q3 2024.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.