Consultiva Wealth Management’s AstraZeneca AZN Stock Holding History

Consultiva 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	$10.8K	Hold	57	–	–	0.02%	218
2026 Q1	$11.2K	Sell	57 -1	-2%	-$193	0.03%	201
2025 Q4	$10.7K	Hold	58	–	–	0.03%	198
2025 Q3	$8.9K	Hold	58	–	–	0.03%	207
2025 Q2	$8.11K	Hold	58	–	–	0.03%	222
2025 Q1	$8.53K	Buy	+58	New	+$8.39K	0.03%	224

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

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

Consultiva Wealth Management held its AstraZeneca (AZN) position steady in Q2 2026 at 57 shares worth $10.8K. The position accounts for 0.02% of the portfolio, ranked #218.

Consultiva Wealth Management first reported a position in AZN in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.2K in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Consultiva Wealth Management held 57 shares of AstraZeneca worth $10.8K as of Q2 2026.
Consultiva Wealth Management left its AstraZeneca share count unchanged in Q2 2026.
AstraZeneca made up 0.02% of Consultiva Wealth Management's portfolio in Q2 2026, its #218 holding.
Consultiva Wealth Management first reported a position in AstraZeneca in Q1 2025 and has held it in 6 quarters since.
Consultiva Wealth Management's AstraZeneca position peaked at $11.2K in Q1 2026.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

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