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Dakota Wealth Management’s AstraZeneca AZN Stock Holding History

Dakota 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 		– Sell
-5,053
Closed -$997K – 787
2026
Q1 		$997K Sell
5,053
-172
-3% -$33.2K 0.02% 403
2025
Q4 		$961K Buy
5,225
+2,798
+115% +$491K 0.02% 413
2025
Q3 		$372K Sell
2,427
-4,407
-64% -$667K 0.01% 526
2025
Q2 		$955K Sell
6,834
-2,124
-24% -$298K 0.02% 391
2025
Q1 		$1.32M Buy
8,958
+3,479
+63% +$503K 0.03% 325
2024
Q4 		$718K Sell
5,479
-3,403
-38% -$476K 0.02% 430
2024
Q3 		$1.38M Sell
8,882
-158
-2% -$25.5K 0.03% 318
2024
Q2 		$1.41M Buy
9,040
+1,506
+20% +$227K 0.03% 309
2024
Q1 		$1.02M Buy
7,534
+3,418
+83% +$453K 0.03% 365
2023
Q4 		$554K Sell
4,116
-2,820
-41% -$367K 0.02% 402
2023
Q3 		$939K Buy
6,936
+44
+0.6% +$6.01K 0.04% 295
2023
Q2 		$987K Sell
6,892
-91
-1% -$13.4K 0.05% 257
2023
Q1 		$969K Buy
6,983
+138
+2% +$18.6K 0.06% 236
2022
Q4 		$928K Sell
6,845
-107
-2% -$13.4K 0.07% 234
2022
Q3 		$762K Buy
6,952
+4,446
+177% +$564K 0.06% 254
2022
Q2 		$331K Buy
+2,506
New +$329K 0.03% 357

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

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

Dakota Wealth Management sold out of AstraZeneca (AZN) in Q2 2026, closing a stake of 5,053 shares — an estimated $997K sold.

Dakota Wealth Management first reported a position in AZN in Q2 2022 and held it in 16 quarters. The position peaked at $1.41M in Q2 2024. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Dakota Wealth Management reported no remaining AstraZeneca position as of Q2 2026 after selling out during the quarter.
  • Dakota Wealth Management sold 5,053 AstraZeneca shares in Q2 2026, an estimated $997K.
  • Dakota Wealth Management first reported a position in AstraZeneca in Q2 2022 and held it in 16 quarters.
  • Dakota Wealth Management's AstraZeneca position peaked at $1.41M in Q2 2024.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.