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GDS Wealth Management’s AstraZeneca AZN Stock Holding History

GDS Wealth Management’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 		$418K Buy
+2,205
New +$415K 0.02% 159
2026
Q1 		– Sell
-2,394
Closed -$440K – 202
2025
Q4 		$440K Sell
2,394
-36
-1% -$6.31K 0.03% 133
2025
Q3 		$373K Sell
2,430
-28
-1% -$4.24K 0.02% 136
2025
Q2 		$344K Sell
2,458
-116
-5% -$16.3K 0.03% 135
2025
Q1 		$378K Buy
2,574
+87
+3% +$12.6K 0.03% 127
2024
Q4 		$326K Sell
2,487
-368
-13% -$51.5K 0.03% 135
2024
Q3 		$445K Sell
2,855
-224
-7% -$36.2K 0.04% 113
2024
Q2 		$480K Sell
3,079
-54
-2% -$8.13K 0.05% 85
2024
Q1 		$425K Sell
3,133
-49
-2% -$6.49K 0.05% 96
2023
Q4 		$429K Sell
3,182
-38
-1% -$4.94K 0.06% 94
2023
Q3 		$436K Sell
3,220
-397
-11% -$54.2K 0.07% 80
2023
Q2 		$518K Sell
3,617
-4
-0.1% -$589 0.08% 79
2023
Q1 		$503K Sell
3,621
-63
-2% -$8.48K 0.09% 72
2022
Q4 		$499K Sell
3,684
-22
-0.6% -$2.76K 0.1% 77
2022
Q3 		$406K Buy
3,706
+22
+0.6% +$2.79K 0.09% 78
2022
Q2 		$487K Sell
3,684
-1
-0% -$131 0.11% 74
2022
Q1 		$506K Sell
3,685
-781
-17% -$93.7K 0.11% 76
2021
Q4 		$520K Buy
+4,466
New +$525K 0.12% 75

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

GDS Wealth Management's AZN Position: Q2 2026 in Review

GDS Wealth Management opened a new position in AstraZeneca (AZN) in Q2 2026: 2,205 shares worth $418K. The stake represents 0.02% of the portfolio and ranks #159 among its holdings. This is a return to the name: GDS Wealth Management previously reported a position in AZN as recently as Q4 2025.

GDS Wealth Management first reported a position in AZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $520K in Q4 2021. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • GDS Wealth Management held 2,205 shares of AstraZeneca worth $418K as of Q2 2026.
  • AstraZeneca was a new GDS Wealth Management position in Q2 2026.
  • AstraZeneca made up 0.02% of GDS Wealth Management's portfolio in Q2 2026, its #159 holding.
  • GDS Wealth Management first reported a position in AstraZeneca in Q4 2021 and has held it in 18 quarters since.
  • GDS Wealth Management's AstraZeneca position peaked at $520K in Q4 2021.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.