HWM
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HB Wealth Management’s AstraZeneca AZN Stock Holding History

HB 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 		$4.9M Buy
+25,953
New +$4.88M 0.03% 279
2026
Q1 		– Sell
-24,961
Closed -$4.59M – 1550
2025
Q4 		$4.59M Buy
24,961
+1,182
+5% +$207K 0.03% 260
2025
Q3 		$3.65M Buy
23,779
+9,954
+72% +$1.51M 0.02% 294
2025
Q2 		$1.93M Sell
13,825
-9,457
-41% -$1.33M 0.02% 383
2025
Q1 		$3.42M Buy
23,282
+7,195
+45% +$1.04M 0.03% 286
2024
Q4 		$2.11M Sell
16,087
-44
-0.3% -$6.16K 0.02% 276
2024
Q3 		$2.51M Buy
16,131
+1,051
+7% +$170K 0.03% 240
2024
Q2 		$2.35M Buy
15,080
+506
+3% +$76.1K 0.03% 240
2024
Q1 		$1.97M Buy
14,574
+347
+2% +$45.9K 0.02% 248
2023
Q4 		$1.92M Buy
14,227
+177
+1% +$23K 0.03% 234
2023
Q3 		$1.9M Buy
14,050
+1,861
+15% +$254K 0.03% 214
2023
Q2 		$1.74M Buy
12,189
+16
+0.1% +$2.35K 0.03% 223
2023
Q1 		$1.69M Sell
12,173
-41
-0.3% -$5.52K 0.03% 218
2022
Q4 		$1.66M Buy
12,214
+7,847
+180% +$984K 0.03% 222
2022
Q3 		$479K Buy
4,367
+313
+8% +$39.7K 0.01% 342
2022
Q2 		$536K Sell
4,054
-379
-9% -$49.7K 0.01% 333
2022
Q1 		$588K Buy
4,433
+1,461
+49% +$175K 0.01% 320
2021
Q4 		$346K Buy
+2,972
New +$350K 0.01% 365

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HB Wealth Management's AZN Position: Q2 2026 in Review

HB Wealth Management opened a new position in AstraZeneca (AZN) in Q2 2026: 25,953 shares worth $4.9M. The stake represents 0.03% of the portfolio and ranks #279 among its holdings. This is a return to the name: HB Wealth Management previously reported a position in AZN as recently as Q4 2025.

HB Wealth Management first reported a position in AZN in Q4 2021 and has held it in 18 quarters since. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • HB Wealth Management held 25,953 shares of AstraZeneca worth $4.9M as of Q2 2026.
  • AstraZeneca was a new HB Wealth Management position in Q2 2026.
  • AstraZeneca made up 0.03% of HB Wealth Management's portfolio in Q2 2026, its #279 holding.
  • HB Wealth Management first reported a position in AstraZeneca in Q4 2021 and has held it in 18 quarters since.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.