EPW
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Elevated Private Wealth’s AstraZeneca AZN Stock Holding History

Elevated Private Wealth’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 		$1.18M Buy
+6,226
New +$1.17M 1.12% 36
2025
Q4 		$1.22M Buy
+6,628
New +$1.16M 1.26% 33

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

Elevated Private Wealth's AZN Position: Q2 2026 in Review

Elevated Private Wealth opened a new position in AstraZeneca (AZN) in Q2 2026: 6,226 shares worth $1.18M. The stake represents 1.12% of the portfolio and ranks #36 among its holdings. This is a return to the name: Elevated Private Wealth previously reported a position in AZN as recently as Q4 2025.

Elevated Private Wealth first reported a position in AZN in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.22M in Q4 2025. 1,498 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Elevated Private Wealth held 6,226 shares of AstraZeneca worth $1.18M as of Q2 2026.
  • AstraZeneca was a new Elevated Private Wealth position in Q2 2026.
  • AstraZeneca made up 1.12% of Elevated Private Wealth's portfolio in Q2 2026, its #36 holding.
  • Elevated Private Wealth first reported a position in AstraZeneca in Q4 2025 and has held it in 2 quarters since.
  • Elevated Private Wealth's AstraZeneca position peaked at $1.22M in Q4 2025.
  • 1,498 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

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