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Foundation Wealth Management (Pennsylvania)’s AstraZeneca AZN Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$3.63M Buy
19,136
+25
+0.1% +$4.7K 1.1% 21
2026
Q1 		$3.77M Sell
19,111
-95
-0.5% -$18.3K 1.33% 19
2025
Q4 		$3.53M Hold
19,206
– – 1.28% 19
2025
Q3 		$2.95M Hold
19,206
– – 1.14% 25
2025
Q2 		$2.68M Buy
19,206
+18
+0.1% +$2.52K 1.16% 27
2025
Q1 		$2.82M Hold
19,188
– – 1.34% 23
2024
Q4 		$2.51M Buy
+19,188
New +$2.69M 1.22% 28

Other funds holding AZN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s AZN Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) increased its AstraZeneca (AZN) stake by 0.13% in Q2 2026, buying an estimated $4.7K and bringing the position to 19,136 shares worth $3.63M. The position accounts for 1.1% of the portfolio, ranked #21.

Foundation Wealth Management (Pennsylvania) first reported a position in AZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.77M in Q1 2026. 742 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 19,136 shares of AstraZeneca worth $3.63M as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) bought 25 AstraZeneca shares in Q2 2026, an estimated $4.7K.
  • AstraZeneca made up 1.1% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #21 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in AstraZeneca in Q4 2024 and has held it in 7 quarters since.
  • Foundation Wealth Management (Pennsylvania)'s AstraZeneca position peaked at $3.77M in Q1 2026.
  • 742 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.