Diversify Wealth Management’s AstraZeneca AZN Stock Holding History

Diversify 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	$2.04M	Buy	12,005 +150	+1%	+$28.2K	0.03%	405
2026 Q1	$2.2M	Buy	11,855 +9,768	+468%	+$1.88M	0.04%	352
2025 Q4	$394K	Buy	2,087 +652	+45%	+$114K	0.02%	488
2025 Q3	$234K	Buy	+1,435	New	+$217K	0.01%	493
2025 Q2	–	Sell	-1,779	Closed	-$255K	–	538
2025 Q1	$255K	Sell	1,779 -422	-19%	-$61.1K	0.02%	458
2024 Q4	$295K	Buy	2,201 +76	+4%	+$10.6K	0.02%	432
2024 Q3	$327K	Sell	2,125 -41	-2%	-$6.62K	0.03%	381
2024 Q2	$344K	Buy	+2,166	New	+$326K	0.04%	335

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

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

Diversify Wealth Management increased its AstraZeneca (AZN) stake by 1.3% in Q2 2026, buying an estimated $28.2K and bringing the position to 12,005 shares worth $2.04M. The position accounts for 0.03% of the portfolio, ranked #405.

Diversify Wealth Management first reported a position in AZN in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.2M in Q1 2026. 1,507 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Diversify Wealth Management held 12,005 shares of AstraZeneca worth $2.04M as of Q2 2026.
Diversify Wealth Management bought 150 AstraZeneca shares in Q2 2026, an estimated $28.2K.
AstraZeneca made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #405 holding.
Diversify Wealth Management first reported a position in AstraZeneca in Q2 2024 and has held it in 8 quarters since.
Diversify Wealth Management's AstraZeneca position peaked at $2.2M in Q1 2026.
1,507 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.