Heritage Family Offices’s AstraZeneca AZN Stock Holding History

Heritage Family Offices’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	$405K	Sell	2,136 -888	-29%	-$167K	0.16%	116
2026 Q1	$596K	Sell	3,024 -962	-24%	-$185K	0.26%	89
2025 Q4	$733K	Sell	3,986 -461	-10%	-$80.9K	0.33%	69
2025 Q3	$682K	Sell	4,447 -65	-1%	-$9.84K	0.32%	75
2025 Q2	$666K	Buy	4,512 +3	+0.1%	+$420	0.34%	72
2025 Q1	$663K	Sell	4,509 -68	-1%	-$9.84K	0.34%	72
2024 Q4	$600K	Buy	4,577 +11	+0.2%	+$1.54K	0.3%	73
2024 Q3	$711K	Buy	4,566 +15	+0.3%	+$2.42K	0.37%	61
2024 Q2	$710K	Buy	+4,551	New	+$685K	0.39%	59

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

Heritage Family Offices's AZN Position: Q2 2026 in Review

Heritage Family Offices reduced its AstraZeneca (AZN) stake by 29% in Q2 2026, selling an estimated $167K and leaving 2,136 shares worth $405K. The position accounts for 0.16% of the portfolio, ranked #116.

Heritage Family Offices first reported a position in AZN in Q2 2024 and has held it in 9 quarters since. The position peaked at $733K in Q4 2025. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Heritage Family Offices held 2,136 shares of AstraZeneca worth $405K as of Q2 2026.
Heritage Family Offices sold 888 AstraZeneca shares in Q2 2026, an estimated $167K.
AstraZeneca made up 0.16% of Heritage Family Offices's portfolio in Q2 2026, its #116 holding.
Heritage Family Offices first reported a position in AstraZeneca in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's AstraZeneca position peaked at $733K in Q4 2025.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.