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Evoke Wealth’s AstraZeneca AZN Stock Holding History

Evoke Wealth’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 		– Sell
-3,687
Closed -$727K – 60
2026
Q1 		$727K Buy
3,687
+338
+10% +$65.2K 0.01% 331
2025
Q4 		$616K Buy
3,349
+1,045
+45% +$183K 0.01% 348
2025
Q3 		$354K Buy
2,304
+396
+21% +$59.9K 0.01% 466
2025
Q2 		$267K Buy
+1,908
New +$267K 0.01% 489
2024
Q4 		– Sell
-1,331
Closed -$207K – 435
2024
Q3 		$207K Buy
+1,331
New +$215K 0.01% 389
2022
Q4 		– Sell
-455
Closed -$50K – 427
2022
Q3 		$50K Sell
455
-11
-2% -$1.4K ﹤0.01% 517
2022
Q2 		$62K Buy
466
+17
+4% +$2.23K ﹤0.01% 479
2022
Q1 		$60K Sell
449
-800
-64% -$95.9K ﹤0.01% 495
2021
Q4 		$145K Buy
1,249
+217
+21% +$25.5K ﹤0.01% 402
2021
Q3 		$124K Buy
1,032
+2
+0.2% +$233 ﹤0.01% 399
2021
Q2 		$123K Hold
1,030
– – ﹤0.01% 409
2021
Q1 		$102K Buy
1,030
+1
+0.1% +$101 ﹤0.01% 372
2020
Q4 		$103K Hold
1,029
– – 0.01% 295
2020
Q3 		$113K Buy
1,029
+90
+10% +$10K 0.01% 267
2020
Q2 		$99K Hold
939
– – 0.01% 272
2020
Q1 		$83.9K Sell
939
-20
-2% -$1.88K 0.01% 284
2019
Q4 		$95.6K Sell
959
-3
-0.3% -$282 0.01% 328
2019
Q3 		$85.8K Buy
+962
New +$83.4K 0.01% 396

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evoke Wealth's AZN Position: Q2 2026 in Review

Evoke Wealth sold out of AstraZeneca (AZN) in Q2 2026, closing a stake of 3,687 shares — an estimated $727K sold.

Evoke Wealth first reported a position in AZN in Q3 2019 and held it in 18 quarters. The position peaked at $727K in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Evoke Wealth reported no remaining AstraZeneca position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 3,687 AstraZeneca shares in Q2 2026, an estimated $727K.
  • Evoke Wealth first reported a position in AstraZeneca in Q3 2019 and held it in 18 quarters.
  • Evoke Wealth's AstraZeneca position peaked at $727K in Q1 2026.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.