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EP Wealth Advisors’s AstraZeneca AZN Stock Holding History

EP Wealth Advisors’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 		$3.04M Buy
16,055
+1,495
+10% +$281K 0.01% 490
2026
Q1 		$2.87M Sell
14,560
-49
-0.3% -$9.45K 0.01% 403
2025
Q4 		$2.69M Buy
+14,609
New +$2.56M 0.01% 383
2025
Q2 		$2.16M Sell
15,438
-84
-0.5% -$11.8K 0.01% 402
2025
Q1 		$2.28M Buy
15,522
+1,403
+10% +$203K 0.02% 346
2024
Q4 		$1.85M Buy
14,119
+3,901
+38% +$546K 0.02% 371
2024
Q3 		$1.59M Buy
10,218
+1,692
+20% +$273K 0.01% 402
2024
Q2 		$1.33M Buy
8,526
+366
+4% +$55.1K 0.01% 338
2024
Q1 		$1.11M Sell
8,160
-581
-7% -$76.9K 0.01% 361
2023
Q4 		$1.18M Buy
8,741
+919
+12% +$119K 0.02% 344
2023
Q3 		$1.06M Buy
7,822
+375
+5% +$51.2K 0.02% 320
2023
Q2 		$1.07M Sell
7,447
-1,661
-18% -$244K 0.02% 320
2023
Q1 		$3M Buy
9,108
+462
+5% +$62.2K 0.05% 191
2022
Q4 		$1.17M Buy
+8,646
New +$1.08M 0.02% 261
2022
Q3 		– Sell
-5,858
Closed -$774K – 359
2022
Q2 		$774K Buy
5,858
+1,741
+42% +$228K 0.02% 294
2022
Q1 		$546K Sell
4,117
-127
-3% -$15.2K 0.01% 363
2021
Q4 		$494K Sell
4,244
-256
-6% -$30.1K 0.01% 355
2021
Q3 		$540K Buy
4,500
+989
+28% +$115K 0.01% 317
2021
Q2 		$421K Buy
3,511
+386
+12% +$42.4K 0.01% 369
2021
Q1 		$311K Buy
3,125
+9
+0.3% +$905 0.01% 401
2020
Q4 		$312K Buy
+3,116
New +$330K 0.01% 338
2020
Q2 		– Sell
-2,313
Closed -$207K – 369
2020
Q1 		$207K Sell
2,313
-399
-15% -$37.6K 0.01% 345
2019
Q4 		$270K Sell
2,712
-615
-18% -$57.9K 0.01% 348
2019
Q3 		$297K Buy
+3,327
New +$288K 0.01% 282

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EP Wealth Advisors's AZN Position: Q2 2026 in Review

EP Wealth Advisors increased its AstraZeneca (AZN) stake by 10% in Q2 2026, buying an estimated $281K and bringing the position to 16,055 shares worth $3.04M. The position accounts for 0.01% of the portfolio, ranked #490.

EP Wealth Advisors first reported a position in AZN in Q3 2019 and has held it in 24 quarters since. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • EP Wealth Advisors held 16,055 shares of AstraZeneca worth $3.04M as of Q2 2026.
  • EP Wealth Advisors bought 1,495 AstraZeneca shares in Q2 2026, an estimated $281K.
  • AstraZeneca made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #490 holding.
  • EP Wealth Advisors first reported a position in AstraZeneca in Q3 2019 and has held it in 24 quarters since.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.