DWM
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Drive Wealth Management’s AstraZeneca AZN Stock Holding History

Drive 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 		$409K Buy
2,156
+328
+18% +$61.7K 0.07% 229
2026
Q1 		$361K Sell
1,828
-189
-9% -$36.4K 0.08% 214
2025
Q4 		$371K Buy
2,017
+161
+9% +$28.2K 0.07% 216
2025
Q3 		$285K Buy
1,856
+220
+13% +$33.3K 0.06% 242
2025
Q2 		$229K Buy
1,636
+22
+1% +$3.08K 0.05% 288
2025
Q1 		$237K Buy
1,614
+17
+1% +$2.46K 0.06% 266
2024
Q4 		$209K Sell
1,597
-529
-25% -$74.1K 0.05% 302
2024
Q3 		$331K Buy
2,126
+10
+0.5% +$1.61K 0.09% 192
2024
Q2 		$330K Buy
2,116
+200
+10% +$30.1K 0.09% 180
2024
Q1 		$260K Sell
1,916
-40
-2% -$5.3K 0.07% 227
2023
Q4 		$263K Buy
1,956
+85
+5% +$11.1K 0.09% 212
2023
Q3 		$253K Buy
1,871
+241
+15% +$32.9K 0.09% 200
2023
Q2 		$233K Buy
+1,630
New +$240K 0.09% 217

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

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

Drive Wealth Management increased its AstraZeneca (AZN) stake by 18% in Q2 2026, buying an estimated $61.7K and bringing the position to 2,156 shares worth $409K. The position accounts for 0.07% of the portfolio, ranked #229.

Drive Wealth Management first reported a position in AZN in Q2 2023 and has held it in 13 quarters since. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Drive Wealth Management held 2,156 shares of AstraZeneca worth $409K as of Q2 2026.
  • Drive Wealth Management bought 328 AstraZeneca shares in Q2 2026, an estimated $61.7K.
  • AstraZeneca made up 0.07% of Drive Wealth Management's portfolio in Q2 2026, its #229 holding.
  • Drive Wealth Management first reported a position in AstraZeneca in Q2 2023 and has held it in 13 quarters since.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.