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Evelyn Partners Asset Management’s AstraZeneca AZN Stock Holding History

Evelyn Partners 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
Q1 		$3.94M Buy
20,317
+8,851
+77% +$1.71M 0.97% 36
2025
Q4 		$2.11M Sell
11,466
-80
-0.7% -$14K 0.49% 52
2025
Q3 		$1.77M Buy
11,546
+480
+4% +$72.6K 0.4% 56
2025
Q2 		$1.55M Buy
11,066
+270
+3% +$37.8K 0.39% 53
2025
Q1 		$1.59M Sell
10,796
-1
-0% -$145 0.44% 52
2024
Q4 		$1.41M Buy
+10,797
New +$1.51M 0.38% 51

Other funds holding AZN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Asset Management
Vanguard Asset Management London, Ec4n 8af $148B AUM

Evelyn Partners Asset Management's AZN Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its AstraZeneca (AZN) stake by 77% in Q1 2026, buying an estimated $1.71M and bringing the position to 20,317 shares worth $3.94M. The position accounts for 0.97% of the portfolio, ranked #36.

Evelyn Partners Asset Management first reported a position in AZN in Q4 2024 and has held it in 6 quarters since. 1,383 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Evelyn Partners Asset Management held 20,317 shares of AstraZeneca worth $3.94M as of Q1 2026.
  • Evelyn Partners Asset Management bought 8,851 AstraZeneca shares in Q1 2026, an estimated $1.71M.
  • AstraZeneca made up 0.97% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #36 holding.
  • Evelyn Partners Asset Management first reported a position in AstraZeneca in Q4 2024 and has held it in 6 quarters since.
  • 1,383 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.