Empirical Wealth Management’s AstraZeneca AZN Stock Holding History

Empirical 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	$646K	Sell	3,406 -333	-9%	-$62.6K	0.01%	566
2026 Q1	$737K	Sell	3,739 -1,031	-22%	-$199K	0.01%	429
2025 Q4	$877K	Sell	4,770 -1,176	-20%	-$206K	0.02%	357
2025 Q3	$912K	Buy	5,946 +2,438	+69%	+$369K	0.02%	341
2025 Q2	$490K	Buy	3,508 +1,585	+82%	+$222K	0.01%	423
2025 Q1	$283K	Buy	+1,923	New	+$278K	0.01%	529

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

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

Empirical Wealth Management reduced its AstraZeneca (AZN) stake by 8.9% in Q2 2026, selling an estimated $62.6K and leaving 3,406 shares worth $646K. The position accounts for 0.01% of the portfolio, ranked #566.

Empirical Wealth Management first reported a position in AZN in Q1 2025 and has held it in 6 quarters since. The position peaked at $912K in Q3 2025. 601 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Empirical Wealth Management held 3,406 shares of AstraZeneca worth $646K as of Q2 2026.
Empirical Wealth Management sold 333 AstraZeneca shares in Q2 2026, an estimated $62.6K.
AstraZeneca made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #566 holding.
Empirical Wealth Management first reported a position in AstraZeneca in Q1 2025 and has held it in 6 quarters since.
Empirical Wealth Management's AstraZeneca position peaked at $912K in Q3 2025.
601 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.