Evelyn Partners Investment Management’s AstraZeneca AZN Stock Holding History

Evelyn Partners Investment 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	$325M	Buy	1,675,125 +1,671,388	+44,725%	+$322M	8.84%	1
2025 Q4	$687K	Buy	3,737 +88	+2%	+$15.4K	0.02%	147
2025 Q3	$560K	Buy	3,649 +1,550	+74%	+$235K	0.02%	161
2025 Q2	$293K	Hold	2,099	–	–	0.01%	176
2025 Q1	$309K	Hold	2,099	–	–	0.01%	174
2024 Q4	$275K	Buy	+2,099	New	+$294K	0.01%	179

Other funds holding AZN

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VAM

Vanguard Asset Management London, Ec4n 8af $117B AUM

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

Evelyn Partners Investment Management increased its AstraZeneca (AZN) stake by 44,725% in Q1 2026, buying an estimated $322M and bringing the position to 1,675,125 shares worth $325M. The position accounts for 8.84% of the portfolio, ranked #1.

Evelyn Partners Investment Management first reported a position in AZN in Q4 2024 and has held it in 6 quarters since. 1,381 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Evelyn Partners Investment Management held 1,675,125 shares of AstraZeneca worth $325M as of Q1 2026.
Evelyn Partners Investment Management bought 1,671,388 AstraZeneca shares in Q1 2026, an estimated $322M.
AstraZeneca made up 8.84% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #1 holding.
Evelyn Partners Investment Management first reported a position in AstraZeneca in Q4 2024 and has held it in 6 quarters since.
1,381 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

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