Encompass More Asset Management’s AstraZeneca AZN Stock Holding History

Encompass More Asset 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	$281K	Buy	1,482 +60	+4%	+$11.3K	0.04%	230
2026 Q1	$280K	Sell	1,422 -13	-0.9%	-$2.51K	0.05%	196
2025 Q4	$264K	Sell	1,435 -12	-0.8%	-$2.1K	0.05%	213
2025 Q3	$222K	Sell	1,447 -11	-0.8%	-$1.67K	0.04%	214
2025 Q2	$204K	Sell	1,458 -870	-37%	-$122K	0.05%	200
2025 Q1	$342K	Sell	2,328 -71	-3%	-$10.3K	0.1%	141
2024 Q4	$314K	Buy	+2,399	New	+$336K	0.1%	143

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

Encompass More Asset Management's AZN Position: Q2 2026 in Review

Encompass More Asset Management increased its AstraZeneca (AZN) stake by 4.2% in Q2 2026, buying an estimated $11.3K and bringing the position to 1,482 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #230.

Encompass More Asset Management first reported a position in AZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $342K in Q1 2025. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Encompass More Asset Management held 1,482 shares of AstraZeneca worth $281K as of Q2 2026.
Encompass More Asset Management bought 60 AstraZeneca shares in Q2 2026, an estimated $11.3K.
AstraZeneca made up 0.04% of Encompass More Asset Management's portfolio in Q2 2026, its #230 holding.
Encompass More Asset Management first reported a position in AstraZeneca in Q4 2024 and has held it in 7 quarters since.
Encompass More Asset Management's AstraZeneca position peaked at $342K in Q1 2025.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.