Elevation Wealth Partners’s AstraZeneca AZN Stock Holding History

Elevation Wealth Partners’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	$2.65K	Hold	14	–	–	﹤0.01%	1158
2026 Q1	$2.76K	Hold	14	–	–	﹤0.01%	849
2025 Q4	$2.58K	Hold	14	–	–	﹤0.01%	753
2025 Q3	$2.15K	Hold	14	–	–	﹤0.01%	632
2025 Q2	$1.96K	Hold	14	–	–	﹤0.01%	430
2025 Q1	$2.06K	Hold	14	–	–	﹤0.01%	433
2024 Q4	$1.83K	Hold	14	–	–	﹤0.01%	439
2024 Q3	$2.18K	Hold	14	–	–	﹤0.01%	421
2024 Q2	$2.18K	Hold	14	–	–	﹤0.01%	448
2024 Q1	$1.9K	Hold	14	–	–	﹤0.01%	418
2023 Q4	$1.9K	Hold	14	–	–	﹤0.01%	398
2023 Q3	$1.9K	Hold	14	–	–	﹤0.01%	297
2023 Q2	$2K	Hold	14	–	–	﹤0.01%	305
2023 Q1	$1.94K	Buy	+14	New	+$1.88K	﹤0.01%	306

Other funds holding AZN

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Elevation Wealth Partners's AZN Position: Q2 2026 in Review

Elevation Wealth Partners held its AstraZeneca (AZN) position steady in Q2 2026 at 14 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

Elevation Wealth Partners first reported a position in AZN in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.76K in Q1 2026. 583 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Elevation Wealth Partners held 14 shares of AstraZeneca worth $2.65K as of Q2 2026.
Elevation Wealth Partners left its AstraZeneca share count unchanged in Q2 2026.
AstraZeneca made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1158 holding.
Elevation Wealth Partners first reported a position in AstraZeneca in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's AstraZeneca position peaked at $2.76K in Q1 2026.
583 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.