Evermay Wealth Management
AZN icon

Evermay Wealth Management’s AstraZeneca AZN Stock Holding History

Evermay 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
Q3 		$4.04K Hold
25
– – ﹤0.01% 547
2026
Q2 		$4.74K Buy
+25
New +$4.7K ﹤0.01% 561
2021
Q3 		– Sell
-200
Closed -$24K – 458
2021
Q2 		$24K Buy
+200
New +$21.9K ﹤0.01% 342

Other funds holding AZN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $70.5B AUM 31.52% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $47.2B AUM 26.24% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Rathbones Group
Rathbones Group Liverpool, United Kingdom $28B AUM 17.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Evermay Wealth Management's AZN Position: Q3 2026 in Review

Evermay Wealth Management held its AstraZeneca (AZN) position steady in Q3 2026 at 25 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Evermay Wealth Management first reported a position in AZN in Q2 2021 and has held it in 3 quarters since. The position peaked at $24K in Q2 2021. 936 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • Evermay Wealth Management held 25 shares of AstraZeneca worth $4.04K as of Q3 2026.
  • Evermay Wealth Management left its AstraZeneca share count unchanged in Q3 2026.
  • AstraZeneca made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #547 holding.
  • Evermay Wealth Management first reported a position in AstraZeneca in Q2 2021 and has held it in 3 quarters since.
  • Evermay Wealth Management's AstraZeneca position peaked at $24K in Q2 2021.
  • 936 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.