Evercore Wealth Management’s AstraZeneca AZN Stock Holding History

Evercore Wealth 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	$242K	Hold	1,278	–	–	﹤0.01%	373
2026 Q1	$252K	Buy	+1,278	New	+$246K	﹤0.01%	357
2015 Q4	–	Sell	-1,450	Closed	-$91K	–	1005
2015 Q3	$91K	Sell	1,450 -474	-25%	-$31.2K	﹤0.01%	495
2015 Q2	$121K	Hold	1,924	–	–	0.01%	497
2015 Q1	$130K	Sell	1,924 -284	-13%	-$19.7K	0.01%	487
2014 Q4	$156K	Sell	2,208 -2,262	-51%	-$162K	0.01%	396
2014 Q3	$320K	Hold	4,470	–	–	0.02%	326
2014 Q2	$334K	Buy	4,470 +1,752	+64%	+$127K	0.02%	321
2014 Q1	$178K	Buy	2,718 +140	+5%	+$9.04K	0.01%	396
2013 Q4	$153K	Buy	2,578 +516	+25%	+$28K	0.01%	396
2013 Q3	$108K	Buy	2,062 +212	+11%	+$10.6K	0.01%	475
2013 Q2	$89K	Buy	+1,850	New	+$94.2K	0.01%	501

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

Evercore Wealth Management's AZN Position: Q2 2026 in Review

Evercore Wealth Management held its AstraZeneca (AZN) position steady in Q2 2026 at 1,278 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Evercore Wealth Management first reported a position in AZN in Q2 2013 and has held it in 12 quarters since. The position peaked at $334K in Q2 2014. 1,498 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Evercore Wealth Management held 1,278 shares of AstraZeneca worth $242K as of Q2 2026.
Evercore Wealth Management left its AstraZeneca share count unchanged in Q2 2026.
AstraZeneca made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #373 holding.
Evercore Wealth Management first reported a position in AstraZeneca in Q2 2013 and has held it in 12 quarters since.
Evercore Wealth Management's AstraZeneca position peaked at $334K in Q2 2014.
1,498 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.