Dynasty Wealth Management’s AstraZeneca AZN Stock Holding History

Dynasty 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	$3.98M	Sell	20,986 -1,708	-8%	-$321K	0.03%	94
2026 Q1	$4.48M	Buy	22,694 +10,803	+91%	+$2.08M	0.04%	81
2025 Q4	$4.37M	Sell	11,891 -9,396	-44%	-$1.65M	0.04%	93
2025 Q3	$3.27M	Buy	+21,287	New	+$3.22M	0.04%	87
2025 Q2	–	Sell	-7,631	Closed	-$1.12M	–	231
2025 Q1	$1.12M	Buy	7,631 +1,625	+27%	+$235K	0.02%	135
2024 Q4	$787K	Buy	+6,006	New	+$841K	0.01%	167

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

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

Dynasty Wealth Management reduced its AstraZeneca (AZN) stake by 7.5% in Q2 2026, selling an estimated $321K and leaving 20,986 shares worth $3.98M. The position accounts for 0.03% of the portfolio, ranked #94.

Dynasty Wealth Management first reported a position in AZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.48M in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Dynasty Wealth Management held 20,986 shares of AstraZeneca worth $3.98M as of Q2 2026.
Dynasty Wealth Management sold 1,708 AstraZeneca shares in Q2 2026, an estimated $321K.
AstraZeneca made up 0.03% of Dynasty Wealth Management's portfolio in Q2 2026, its #94 holding.
Dynasty Wealth Management first reported a position in AstraZeneca in Q4 2024 and has held it in 6 quarters since.
Dynasty Wealth Management's AstraZeneca position peaked at $4.48M in Q1 2026.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

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