Generate Investment Management’s AstraZeneca AZN Stock Holding History

Generate Investment 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	$11.2M	Buy	+58,838	New	+$11.1M	0.46%	57
2025 Q1	–	Sell	-60,426	Closed	-$7.92M	–	80
2024 Q4	$7.92M	Buy	+60,426	New	+$8.46M	0.55%	66
2024 Q2	–	Sell	-25,386	Closed	-$3.44M	–	79
2024 Q1	$3.44M	Sell	25,386 -27,072	-52%	-$3.58M	0.25%	75
2023 Q4	$7.07M	Buy	+52,458	New	+$6.82M	0.61%	62

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

Generate Investment Management's AZN Position: Q2 2026 in Review

Generate Investment Management opened a new position in AstraZeneca (AZN) in Q2 2026: 58,838 shares worth $11.2M. The stake represents 0.46% of the portfolio and ranks #57 among its holdings. This is a return to the name: Generate Investment Management previously reported a position in AZN as recently as Q4 2024.

Generate Investment Management first reported a position in AZN in Q4 2023 and has held it in 4 quarters since. 1,498 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Generate Investment Management held 58,838 shares of AstraZeneca worth $11.2M as of Q2 2026.
AstraZeneca was a new Generate Investment Management position in Q2 2026.
AstraZeneca made up 0.46% of Generate Investment Management's portfolio in Q2 2026, its #57 holding.
Generate Investment Management first reported a position in AstraZeneca in Q4 2023 and has held it in 4 quarters since.
1,498 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Generate Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.