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Gratus Wealth Advisors’s AstraZeneca AZN Stock Holding History

Gratus Wealth Advisors’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 		$532K Buy
2,807
+69
+3% +$13K 0.07% 88
2026
Q1 		$540K Buy
2,738
+34
+1% +$6.56K 0.08% 84
2025
Q4 		$497K Buy
+2,704
New +$474K 0.07% 90

Other funds holding AZN

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Gratus Wealth Advisors's AZN Position: Q2 2026 in Review

Gratus Wealth Advisors increased its AstraZeneca (AZN) stake by 2.5% in Q2 2026, buying an estimated $13K and bringing the position to 2,807 shares worth $532K. The position accounts for 0.07% of the portfolio, ranked #88.

Gratus Wealth Advisors first reported a position in AZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $540K in Q1 2026. 612 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Gratus Wealth Advisors held 2,807 shares of AstraZeneca worth $532K as of Q2 2026.
  • Gratus Wealth Advisors bought 69 AstraZeneca shares in Q2 2026, an estimated $13K.
  • AstraZeneca made up 0.07% of Gratus Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • Gratus Wealth Advisors first reported a position in AstraZeneca in Q4 2025 and has held it in 3 quarters since.
  • Gratus Wealth Advisors's AstraZeneca position peaked at $540K in Q1 2026.
  • 612 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.