GC Wealth Management RIA’s AstraZeneca AZN Stock Holding History

GC Wealth Management RIA’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	$3.44M	Sell	18,143 -2,385	-12%	-$449K	0.2%	95
2026 Q1	$4.05M	Buy	20,528 +2,827	+16%	+$545K	0.17%	92
2025 Q4	$3.25M	Buy	17,701 +1,438	+9%	+$252K	0.12%	115
2025 Q3	$2.5M	Buy	16,263 +794	+5%	+$120K	0.08%	185
2025 Q2	$2.16M	Buy	15,469 +969	+7%	+$136K	0.18%	130
2025 Q1	$2.13M	Sell	14,500 -304	-2%	-$44K	0.39%	69
2024 Q4	$1.94M	Buy	14,804 +300	+2%	+$42K	0.34%	66
2024 Q3	$2.26M	Buy	14,504 +954	+7%	+$154K	0.39%	58
2024 Q2	$2.11M	Sell	13,550 -143	-1%	-$21.5K	0.42%	53
2024 Q1	$1.86M	Buy	13,693 +567	+4%	+$75.1K	0.37%	58
2023 Q4	$1.77M	Buy	+13,126	New	+$1.71M	0.8%	27

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

GC Wealth Management RIA's AZN Position: Q2 2026 in Review

GC Wealth Management RIA reduced its AstraZeneca (AZN) stake by 12% in Q2 2026, selling an estimated $449K and leaving 18,143 shares worth $3.44M. The position accounts for 0.2% of the portfolio, ranked #95.

GC Wealth Management RIA first reported a position in AZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.05M in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

GC Wealth Management RIA held 18,143 shares of AstraZeneca worth $3.44M as of Q2 2026.
GC Wealth Management RIA sold 2,385 AstraZeneca shares in Q2 2026, an estimated $449K.
AstraZeneca made up 0.2% of GC Wealth Management RIA's portfolio in Q2 2026, its #95 holding.
GC Wealth Management RIA first reported a position in AstraZeneca in Q4 2023 and has held it in 11 quarters since.
GC Wealth Management RIA's AstraZeneca position peaked at $4.05M in Q1 2026.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.