Heritage Wealth Management (Ohio)’s AstraZeneca AZN Stock Holding History

Heritage Wealth Management (Ohio)’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	$837K	Buy	+4,415	New	+$830K	0.21%	115
2026 Q1	–	Sell	-4,415	Closed	-$812K	–	160
2025 Q4	$812K	Sell	4,415 -6	-0.1%	-$1.05K	0.23%	109
2025 Q3	$678K	Hold	4,421	–	–	0.2%	113
2025 Q2	$618K	Hold	4,421	–	–	0.2%	117
2025 Q1	$650K	Sell	4,421 -29	-0.7%	-$4.2K	0.22%	109
2024 Q4	$583K	Hold	4,450	–	–	0.19%	120
2024 Q3	$693K	Hold	4,450	–	–	0.23%	115
2024 Q2	$688K	Buy	+4,450	New	+$670K	0.23%	107

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 Wealth Management (Ohio)'s AZN Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in AstraZeneca (AZN) in Q2 2026: 4,415 shares worth $837K. The stake represents 0.21% of the portfolio and ranks #115 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in AZN as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in AZN in Q2 2024 and has held it in 8 quarters since. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Heritage Wealth Management (Ohio) held 4,415 shares of AstraZeneca worth $837K as of Q2 2026.
AstraZeneca was a new Heritage Wealth Management (Ohio) position in Q2 2026.
AstraZeneca made up 0.21% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #115 holding.
Heritage Wealth Management (Ohio) first reported a position in AstraZeneca in Q2 2024 and has held it in 8 quarters since.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.