Genesis Private Wealth
AZN icon

Genesis Private Wealth’s AstraZeneca AZN Stock Holding History

Genesis Private Wealth’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
Q3 		– Sell
-1,524
Closed -$289K – 183
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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
SEB Asset Management
SEB Asset Management Stockholm $27B AUM
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Genesis Private Wealth's AZN Position: Q3 2026 in Review

Genesis Private Wealth sold out of AstraZeneca (AZN) in Q3 2026, closing a stake of 1,524 shares — an estimated $289K sold.

Genesis Private Wealth first reported a position in AZN in Q4 2024 and held it in 7 quarters. The position peaked at $289K in Q2 2026. 736 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • Genesis Private Wealth reported no remaining AstraZeneca position as of Q3 2026 after selling out during the quarter.
  • Genesis Private Wealth sold 1,524 AstraZeneca shares in Q3 2026, an estimated $289K.
  • Genesis Private Wealth first reported a position in AstraZeneca in Q4 2024 and held it in 7 quarters.
  • Genesis Private Wealth's AstraZeneca position peaked at $289K in Q2 2026.
  • 736 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Genesis Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.