Evergreen Wealth Solutions’s AstraZeneca AZN Stock Holding History

Evergreen Wealth 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	$545K	Buy	3,468 +858	+33%	+$161K	0.03%	308
2026 Q1	$515K	Buy	+2,610	New	+$503K	0.04%	247
2022 Q3	–	Sell	-2,917	Closed	-$385K	–	96
2022 Q2	$385K	Sell	2,917 -416	-12%	-$54.6K	0.47%	68
2022 Q1	$442K	Sell	3,333 -69	-2%	-$8.28K	0.43%	52
2021 Q4	$396K	Buy	+3,402	New	+$400K	0.36%	59

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

Evergreen Wealth Solutions's AZN Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its AstraZeneca (AZN) stake by 33% in Q2 2026, buying an estimated $161K and bringing the position to 3,468 shares worth $545K. The position accounts for 0.03% of the portfolio, ranked #308.

Evergreen Wealth Solutions first reported a position in AZN in Q4 2021 and has held it in 5 quarters since. 1,498 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Evergreen Wealth Solutions held 3,468 shares of AstraZeneca worth $545K as of Q2 2026.
Evergreen Wealth Solutions bought 858 AstraZeneca shares in Q2 2026, an estimated $161K.
AstraZeneca made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #308 holding.
Evergreen Wealth Solutions first reported a position in AstraZeneca in Q4 2021 and has held it in 5 quarters since.
1,498 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

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