HighMark Wealth Management’s AstraZeneca AZN Stock Holding History

HighMark 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	$4.97K	Sell	26 -3	-10%	-$564	﹤0.01%	392
2026 Q1	$5.76K	Sell	29 -1	-3%	-$193	﹤0.01%	361
2025 Q4	$5.46K	Sell	30 -5	-14%	-$877	﹤0.01%	394
2025 Q3	$5.33K	Sell	35 -2	-5%	-$303	﹤0.01%	387
2025 Q2	$5.19K	Sell	37 -3	-8%	-$420	﹤0.01%	389
2025 Q1	$5.82K	Hold	40	–	–	﹤0.01%	354
2024 Q4	$5.16K	Hold	40	–	–	﹤0.01%	376
2024 Q3	$6.13K	Sell	40 -7	-15%	-$1.13K	﹤0.01%	380
2024 Q2	$7.22K	Buy	47 +3	+7%	+$451	﹤0.01%	337
2024 Q1	$5.93K	Hold	44	–	–	﹤0.01%	355
2023 Q4	$5.86K	Hold	44	–	–	﹤0.01%	344
2023 Q3	$5.89K	Hold	44	–	–	﹤0.01%	329
2023 Q2	$6.2K	Hold	44	–	–	﹤0.01%	324
2023 Q1	$6.01K	Buy	44 +18	+69%	+$2.42K	﹤0.01%	367
2022 Q4	$3.53K	Hold	26	–	–	﹤0.01%	383
2022 Q3	$3K	Buy	+26	New	+$3.3K	﹤0.01%	384

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

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

HighMark Wealth Management reduced its AstraZeneca (AZN) stake by 10% in Q2 2026, selling an estimated $564 and leaving 26 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

HighMark Wealth Management first reported a position in AZN in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.22K in Q2 2024. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

HighMark Wealth Management held 26 shares of AstraZeneca worth $4.97K as of Q2 2026.
HighMark Wealth Management sold 3 AstraZeneca shares in Q2 2026, an estimated $564.
AstraZeneca made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #392 holding.
HighMark Wealth Management first reported a position in AstraZeneca in Q3 2022 and has held it in 16 quarters since.
HighMark Wealth Management's AstraZeneca position peaked at $7.22K in Q2 2024.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.