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 Q3	$2.26K	Hold	14	–	–	﹤0.01%	1224
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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

CCM

Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Elevation Wealth Partners's AZN Position: Q3 2026 in Review

Elevation Wealth Partners held its AstraZeneca (AZN) position steady in Q3 2026 at 14 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Elevation Wealth Partners first reported a position in AZN in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.76K in Q1 2026. 47 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

Elevation Wealth Partners held 14 shares of AstraZeneca worth $2.26K as of Q3 2026.
Elevation Wealth Partners left its AstraZeneca share count unchanged in Q3 2026.
AstraZeneca made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1224 holding.
Elevation Wealth Partners first reported a position in AstraZeneca in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's AstraZeneca position peaked at $2.76K in Q1 2026.
47 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.