Golden State Wealth Management’s AstraZeneca AZN Stock Holding History

Golden State 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	$210K	Buy	1,109 +178	+19%	+$33.5K	0.02%	409
2026 Q1	$184K	Buy	931 +189	+25%	+$36.4K	0.02%	396
2025 Q4	$136K	Sell	742 -37	-5%	-$6.49K	0.01%	452
2025 Q3	$119K	Buy	779 +285	+58%	+$43.1K	0.01%	470
2025 Q2	$69K	Buy	494 +83	+20%	+$11.6K	0.01%	572
2025 Q1	$60.4K	Sell	411 -7	-2%	-$1.01K	0.01%	556
2024 Q4	$54.7K	Buy	+418	New	+$58.5K	0.01%	559
2020 Q4	–	Sell	-1,255	Closed	-$138K	–	243
2020 Q3	$138K	Buy	+1,255	New	+$140K	0.05%	232
2020 Q2	–	Sell	-350	Closed	-$31K	–	256
2020 Q1	$31K	Buy	+350	New	+$32.9K	0.01%	432
2019 Q4	–	Sell	-350	Closed	-$31K	–	123
2019 Q3	$31K	Hold	350	–	–	0.01%	533
2019 Q2	$28K	Hold	350	–	–	0.01%	560
2019 Q1	$28K	Buy	+350	New	+$27.6K	0.01%	558

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

Golden State Wealth Management's AZN Position: Q2 2026 in Review

Golden State Wealth Management increased its AstraZeneca (AZN) stake by 19% in Q2 2026, buying an estimated $33.5K and bringing the position to 1,109 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #409.

Golden State Wealth Management first reported a position in AZN in Q1 2019 and has held it in 12 quarters since. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Golden State Wealth Management held 1,109 shares of AstraZeneca worth $210K as of Q2 2026.
Golden State Wealth Management bought 178 AstraZeneca shares in Q2 2026, an estimated $33.5K.
AstraZeneca made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #409 holding.
Golden State Wealth Management first reported a position in AstraZeneca in Q1 2019 and has held it in 12 quarters since.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.