Dogwood Wealth Management’s AstraZeneca AZN Stock Holding History

Dogwood 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	$6.07K	Buy	32 +7	+28%	+$1.32K	﹤0.01%	474
2026 Q1	$4.93K	Buy	25 +10	+67%	+$1.93K	﹤0.01%	477
2025 Q4	$2.76K	Buy	15 +13	+650%	+$2.28K	﹤0.01%	515
2025 Q3	$307	Hold	2	–	–	﹤0.01%	679
2025 Q2	$280	Sell	2 -50	-96%	-$7.01K	﹤0.01%	658
2025 Q1	$7.58K	Hold	52	–	–	﹤0.01%	210
2024 Q4	$6.76K	Hold	52	–	–	﹤0.01%	202
2024 Q3	$8.04K	Hold	52	–	–	﹤0.01%	164
2024 Q2	$8.05K	Hold	52	–	–	0.01%	183
2024 Q1	$6.99K	Hold	52	–	–	﹤0.01%	197
2023 Q4	$6.95K	Buy	+52	New	+$6.76K	0.01%	178

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

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

Dogwood Wealth Management increased its AstraZeneca (AZN) stake by 28% in Q2 2026, buying an estimated $1.32K and bringing the position to 32 shares worth $6.07K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Dogwood Wealth Management first reported a position in AZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.05K in Q2 2024. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Dogwood Wealth Management held 32 shares of AstraZeneca worth $6.07K as of Q2 2026.
Dogwood Wealth Management bought 7 AstraZeneca shares in Q2 2026, an estimated $1.32K.
AstraZeneca made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #474 holding.
Dogwood Wealth Management first reported a position in AstraZeneca in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's AstraZeneca position peaked at $8.05K in Q2 2024.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.