Fulcrum Wealth Advisors’s AstraZeneca AZN Stock Holding History

Fulcrum 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	$2.51M	Buy	13,245 +211	+2%	+$39.7K	1.92%	20
2026 Q1	$2.57M	Buy	+13,034	New	+$2.51M	2.13%	16

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

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

Fulcrum Wealth Advisors increased its AstraZeneca (AZN) stake by 1.6% in Q2 2026, buying an estimated $39.7K and bringing the position to 13,245 shares worth $2.51M. The position accounts for 1.92% of the portfolio, ranked #20.

Fulcrum Wealth Advisors first reported a position in AZN in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.57M in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Fulcrum Wealth Advisors held 13,245 shares of AstraZeneca worth $2.51M as of Q2 2026.
Fulcrum Wealth Advisors bought 211 AstraZeneca shares in Q2 2026, an estimated $39.7K.
AstraZeneca made up 1.92% of Fulcrum Wealth Advisors's portfolio in Q2 2026, its #20 holding.
Fulcrum Wealth Advisors first reported a position in AstraZeneca in Q1 2026 and has held it in 2 quarters since.
Fulcrum Wealth Advisors's AstraZeneca position peaked at $2.57M in Q1 2026.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.