Heirloom Wealth Management’s AstraZeneca AZN Stock Holding History

Heirloom 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	$12.9M	Buy	+68,151	New	+$12.8M	1.87%	23
2023 Q3	–	Sell	-35,754	Closed	-$5.12M	–	53
2023 Q2	$5.12M	Buy	35,754 +1,175	+3%	+$173K	2.22%	18
2023 Q1	$4.8M	Buy	34,579 +10,414	+43%	+$1.4M	2.29%	17
2022 Q4	$3.28M	Buy	+24,165	New	+$3.03M	2.04%	19
2022 Q2	$4.3M	Buy	32,613 +2,883	+10%	+$378K	3.52%	13
2022 Q1	$3.75M	Buy	+29,730	New	+$3.57M	2.61%	15

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

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

Heirloom Wealth Management opened a new position in AstraZeneca (AZN) in Q2 2026: 68,151 shares worth $12.9M. The stake represents 1.87% of the portfolio and ranks #23 among its holdings. This is a return to the name: Heirloom Wealth Management previously reported a position in AZN as recently as Q2 2023.

Heirloom Wealth Management first reported a position in AZN in Q1 2022 and has held it in 6 quarters since. 1,504 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Heirloom Wealth Management held 68,151 shares of AstraZeneca worth $12.9M as of Q2 2026.
AstraZeneca was a new Heirloom Wealth Management position in Q2 2026.
AstraZeneca made up 1.87% of Heirloom Wealth Management's portfolio in Q2 2026, its #23 holding.
Heirloom Wealth Management first reported a position in AstraZeneca in Q1 2022 and has held it in 6 quarters since.
1,504 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.