GeoWealth Management’s AstraZeneca AZN Stock Holding History

GeoWealth 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	$3.58M	Sell	18,885 -2,176	-10%	-$409K	0.11%	110
2026 Q1	$4.15M	Buy	21,061 +3,171	+18%	+$611K	0.15%	86
2025 Q4	$3.29M	Buy	17,890 +7,410	+71%	+$1.3M	0.12%	111
2025 Q3	$1.61M	Sell	10,480 -184	-2%	-$27.8K	0.06%	203
2025 Q2	$1.49M	Buy	10,664 +867	+9%	+$122K	0.06%	189
2025 Q1	$1.44M	Sell	9,797 -622	-6%	-$90K	0.06%	206
2024 Q4	$1.37M	Buy	10,419 +2,729	+35%	+$382K	0.04%	239
2024 Q3	$1.2M	Sell	7,690 -88	-1%	-$14.2K	0.04%	267
2024 Q2	$1.21M	Buy	7,778 +33	+0.4%	+$4.97K	0.05%	229
2024 Q1	$1.05M	Buy	7,745 +647	+9%	+$85.7K	0.04%	285
2023 Q4	$956K	Buy	+7,098	New	+$923K	0.08%	218

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

GeoWealth Management's AZN Position: Q2 2026 in Review

GeoWealth Management reduced its AstraZeneca (AZN) stake by 10% in Q2 2026, selling an estimated $409K and leaving 18,885 shares worth $3.58M. The position accounts for 0.11% of the portfolio, ranked #110.

GeoWealth Management first reported a position in AZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.15M in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

GeoWealth Management held 18,885 shares of AstraZeneca worth $3.58M as of Q2 2026.
GeoWealth Management sold 2,176 AstraZeneca shares in Q2 2026, an estimated $409K.
AstraZeneca made up 0.11% of GeoWealth Management's portfolio in Q2 2026, its #110 holding.
GeoWealth Management first reported a position in AstraZeneca in Q4 2023 and has held it in 11 quarters since.
GeoWealth Management's AstraZeneca position peaked at $4.15M in Q1 2026.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.