Envestnet Portfolio Solutions’s AstraZeneca AZN Stock Holding History

Envestnet Portfolio Solutions’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	$3.38M	Buy	17,965 +634	+4%	+$119K	0.02%	403
2026 Q1	$3.39M	Sell	17,331 -10,833	-38%	-$2.09M	0.02%	360
2025 Q4	$5.18M	Buy	28,164 +1,409	+5%	+$247K	0.02%	356
2025 Q3	$4.11M	Sell	26,755 -4,274	-14%	-$647K	0.02%	386
2025 Q2	$4.34M	Sell	31,029 -8,574	-22%	-$1.2M	0.02%	393
2025 Q1	$5.82M	Sell	39,603 -33,782	-46%	-$4.89M	0.02%	327
2024 Q4	$9.62M	Buy	73,385 +3,427	+5%	+$480K	0.03%	258
2024 Q3	$10.9M	Buy	69,958 +1,769	+3%	+$286K	0.04%	231
2024 Q2	$10.6M	Buy	68,189 +5,539	+9%	+$833K	0.04%	221
2024 Q1	$8.49M	Buy	62,650 +4,936	+9%	+$654K	0.03%	267
2023 Q4	$7.77M	Buy	57,714 +6,655	+13%	+$865K	0.03%	239
2023 Q3	$6.92M	Buy	+51,059	New	+$6.97M	0.03%	240

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

Envestnet Portfolio Solutions's AZN Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its AstraZeneca (AZN) stake by 3.7% in Q2 2026, buying an estimated $119K and bringing the position to 17,965 shares worth $3.38M. The position accounts for 0.02% of the portfolio, ranked #403.

Envestnet Portfolio Solutions first reported a position in AZN in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.9M in Q3 2024. 1,507 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Envestnet Portfolio Solutions held 17,965 shares of AstraZeneca worth $3.38M as of Q2 2026.
Envestnet Portfolio Solutions bought 634 AstraZeneca shares in Q2 2026, an estimated $119K.
AstraZeneca made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #403 holding.
Envestnet Portfolio Solutions first reported a position in AstraZeneca in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's AstraZeneca position peaked at $10.9M in Q3 2024.
1,507 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.