Evolve Private Wealth’s AstraZeneca AZN Stock Holding History

Evolve Private 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	-2,589	Closed	-$511K	–	1021
2026 Q1	$511K	Sell	2,589 -648	-20%	-$125K	0.03%	571
2025 Q4	$595K	Buy	+3,237	New	+$568K	0.04%	465

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

Evolve Private Wealth's AZN Position: Q2 2026 in Review

Evolve Private Wealth sold out of AstraZeneca (AZN) in Q2 2026, closing a stake of 2,589 shares — an estimated $511K sold.

Evolve Private Wealth first reported a position in AZN in Q4 2025 and held it in 2 quarters. The position peaked at $595K in Q4 2025. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Evolve Private Wealth reported no remaining AstraZeneca position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 2,589 AstraZeneca shares in Q2 2026, an estimated $511K.
Evolve Private Wealth first reported a position in AstraZeneca in Q4 2025 and held it in 2 quarters.
Evolve Private Wealth's AstraZeneca position peaked at $595K in Q4 2025.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.