Jeppson Wealth Management’s AstraZeneca AZN Stock Holding History

Jeppson 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	–	Sell	-1,041	Closed	-$205K	–	243
2026 Q1	$205K	Buy	+1,041	New	+$201K	0.06%	227
2023 Q3	–	Sell	-1,616	Closed	-$231K	–	184
2023 Q2	$231K	Hold	1,616	–	–	0.1%	169
2023 Q1	$224K	Hold	1,616	–	–	0.1%	177
2022 Q4	$219K	Buy	+1,616	New	+$203K	0.09%	183
2022 Q3	–	Sell	-1,616	Closed	-$214K	–	195
2022 Q2	$214K	Hold	1,616	–	–	0.09%	174
2022 Q1	$214K	Buy	+1,616	New	+$194K	0.1%	160
2020 Q4	–	Sell	-1,260	Closed	-$138K	–	157
2020 Q3	$138K	Buy	+1,260	New	+$140K	0.11%	143

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

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

Jeppson Wealth Management sold out of AstraZeneca (AZN) in Q2 2026, closing a stake of 1,041 shares — an estimated $205K sold.

Jeppson Wealth Management first reported a position in AZN in Q3 2020 and held it in 7 quarters. The position peaked at $231K in Q2 2023. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Jeppson Wealth Management reported no remaining AstraZeneca position as of Q2 2026 after selling out during the quarter.
Jeppson Wealth Management sold 1,041 AstraZeneca shares in Q2 2026, an estimated $205K.
Jeppson Wealth Management first reported a position in AstraZeneca in Q3 2020 and held it in 7 quarters.
Jeppson Wealth Management's AstraZeneca position peaked at $231K in Q2 2023.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.