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Defined Wealth Management’s AstraZeneca AZN Stock Holding History

Defined 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
Q3 		$277K Buy
1,715
+422
+33% +$70.3K 0.14% 98
2026
Q2 		$245K Buy
1,293
+1
+0.1% +$188 0.13% 108
2026
Q1 		$255K Buy
1,292
+9
+0.7% +$1.74K 0.15% 99
2025
Q4 		$236K Buy
+1,283
New +$225K 0.14% 107

Other funds holding AZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring Oslo $863M AUM 18.29% 1-Year Est. Return

Defined Wealth Management's AZN Position: Q3 2026 in Review

Defined Wealth Management increased its AstraZeneca (AZN) stake by 33% in Q3 2026, buying an estimated $70.3K and bringing the position to 1,715 shares worth $277K. The position accounts for 0.14% of the portfolio, ranked #98.

Defined Wealth Management first reported a position in AZN in Q4 2025 and has held it in 4 quarters since. 253 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • Defined Wealth Management held 1,715 shares of AstraZeneca worth $277K as of Q3 2026.
  • Defined Wealth Management bought 422 AstraZeneca shares in Q3 2026, an estimated $70.3K.
  • AstraZeneca made up 0.14% of Defined Wealth Management's portfolio in Q3 2026, its #98 holding.
  • Defined Wealth Management first reported a position in AstraZeneca in Q4 2025 and has held it in 4 quarters since.
  • 253 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.