Corient Private Wealth
AZN icon

Corient Private Wealth’s AstraZeneca AZN Stock Holding History

Corient Private Wealth’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 		$18.4M Sell
97,104
-7,636
-7% -$1.44M 0.03% 438
2026
Q1 		$19.9M Buy
104,740
+366
+0.4% +$70.6K 0.03% 404
2025
Q4 		$19.2M Sell
104,374
-1,815
-2% -$318K 0.03% 415
2025
Q3 		$16.3M Buy
106,189
+9,334
+10% +$1.41M 0.03% 429
2025
Q2 		$13.5M Buy
96,855
+3,278
+4% +$459K 0.02% 460
2025
Q1 		$13.8M Sell
93,577
-5,052
-5% -$731K 0.02% 453
2024
Q4 		$12.6M Buy
98,629
+4,447
+5% +$623K 0.02% 464
2024
Q3 		$14.7M Sell
94,182
-8,545
-8% -$1.38M 0.02% 472
2024
Q2 		$16M Buy
102,727
+28,905
+39% +$4.35M 0.03% 430
2024
Q1 		$10M Sell
73,822
-79,242
-52% -$10.5M 0.02% 522
2023
Q4 		$20.6M Sell
153,064
-26,858
-15% -$3.49M 0.04% 381
2023
Q3 		$24.4M Buy
179,922
+68,292
+61% +$9.33M 0.06% 303
2023
Q2 		$16M Sell
111,630
-22
-0% -$3.24K 0.04% 387
2023
Q1 		$15.5M Buy
111,652
+14,418
+15% +$1.94M 0.04% 360
2022
Q4 		$13.2M Buy
+97,234
New +$12.2M 0.05% 325

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

Corient Private Wealth's AZN Position: Q2 2026 in Review

Corient Private Wealth reduced its AstraZeneca (AZN) stake by 7.3% in Q2 2026, selling an estimated $1.44M and leaving 97,104 shares worth $18.4M. The position accounts for 0.03% of the portfolio, ranked #438.

Corient Private Wealth first reported a position in AZN in Q4 2022 and has held it in 15 quarters since. The position peaked at $24.4M in Q3 2023. 1,503 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Corient Private Wealth held 97,104 shares of AstraZeneca worth $18.4M as of Q2 2026.
  • Corient Private Wealth sold 7,636 AstraZeneca shares in Q2 2026, an estimated $1.44M.
  • AstraZeneca made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #438 holding.
  • Corient Private Wealth first reported a position in AstraZeneca in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's AstraZeneca position peaked at $24.4M in Q3 2023.
  • 1,503 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

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