Genesis Private Wealth’s AstraZeneca AZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$289K Buy
1,524
+212
+16% +$39.9K 0.08% 136
2026
Q1
$259K Sell
1,312
-256
-16% -$49.4K 0.08% 146
2025
Q4
$288K Sell
1,568
-274
-15% -$48.1K 0.09% 128
2025
Q3
$283K Sell
1,842
-27
-1% -$4.09K 0.12% 104
2025
Q2
$261K Buy
1,869
+58
+3% +$8.13K 0.12% 111
2025
Q1
$266K Buy
1,811
+208
+13% +$30.1K 0.14% 99
2024
Q4
$210K Buy
+1,603
New +$224K 0.12% 123

Other funds holding AZN

Genesis Private Wealth's AZN Position: Q2 2026 in Review

Genesis Private Wealth increased its AstraZeneca (AZN) stake by 16% in Q2 2026, buying an estimated $39.9K and bringing the position to 1,524 shares worth $289K. The position accounts for 0.08% of the portfolio, ranked #136.

Genesis Private Wealth first reported a position in AZN in Q4 2024 and has held it in 7 quarters since. 309 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Genesis Private Wealth held 1,524 shares of AstraZeneca worth $289K as of Q2 2026.
  • Genesis Private Wealth bought 212 AstraZeneca shares in Q2 2026, an estimated $39.9K.
  • AstraZeneca made up 0.08% of Genesis Private Wealth's portfolio in Q2 2026, its #136 holding.
  • Genesis Private Wealth first reported a position in AstraZeneca in Q4 2024 and has held it in 7 quarters since.
  • 309 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.