EverSource Wealth Advisors’s AstraZeneca AZN Stock Holding History

EverSource Wealth Advisors’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	$491K	Sell	2,588 -1,090	-30%	-$205K	0.02%	571
2026 Q1	$725K	Sell	3,678 -299	-8%	-$57.7K	0.02%	470
2025 Q4	$731K	Buy	3,977 +361	+10%	+$63.3K	0.03%	412
2025 Q3	$555K	Sell	3,616 -213	-6%	-$32.2K	0.02%	460
2025 Q2	$535K	Buy	3,829 +863	+29%	+$121K	0.02%	433
2025 Q1	$436K	Sell	2,966 -2	-0.1%	-$289	0.02%	415
2024 Q4	$389K	Sell	2,968 -143	-5%	-$20K	0.02%	433
2024 Q3	$485K	Buy	3,111 +52	+2%	+$8.39K	0.03%	330
2024 Q2	$484K	Buy	3,059 +400	+15%	+$60.2K	0.03%	322
2024 Q1	$403K	Sell	2,659 -97	-4%	-$12.8K	0.03%	314
2023 Q4	$371K	Sell	2,756 -15	-0.5%	-$1.95K	0.03%	295
2023 Q3	$375K	Sell	2,771 -297	-10%	-$40.6K	0.04%	263
2023 Q2	$439K	Sell	3,068 -251	-8%	-$36.9K	0.05%	246
2023 Q1	$461K	Sell	3,319 -399	-11%	-$53.7K	0.06%	225
2022 Q4	$504K	Sell	3,718 -759	-17%	-$95.2K	0.08%	196
2022 Q3	$491K	Sell	4,477 -859	-16%	-$109K	0.11%	177
2022 Q2	$706K	Buy	5,336 +1,458	+38%	+$191K	0.18%	104
2022 Q1	$515K	Buy	3,878 +2,403	+163%	+$288K	0.13%	145
2021 Q4	$171K	Buy	+1,475	New	+$174K	0.05%	245

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

EverSource Wealth Advisors's AZN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its AstraZeneca (AZN) stake by 30% in Q2 2026, selling an estimated $205K and leaving 2,588 shares worth $491K. The position accounts for 0.02% of the portfolio, ranked #571.

EverSource Wealth Advisors first reported a position in AZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $731K in Q4 2025. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

EverSource Wealth Advisors held 2,588 shares of AstraZeneca worth $491K as of Q2 2026.
EverSource Wealth Advisors sold 1,090 AstraZeneca shares in Q2 2026, an estimated $205K.
AstraZeneca made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #571 holding.
EverSource Wealth Advisors first reported a position in AstraZeneca in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's AstraZeneca position peaked at $731K in Q4 2025.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.