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Keudell/Morrison Wealth Management’s AstraZeneca AZN Stock Holding History

Keudell/Morrison 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 		$444K Hold
2,343
– – 0.08% 149
2026
Q1 		$462K Sell
2,343
-52
-2% -$10K 0.09% 138
2025
Q4 		$440K Buy
+2,395
New +$420K 0.09% 144
2025
Q2 		$324K Sell
2,319
-25
-1% -$3.5K 0.07% 159
2025
Q1 		$345K Sell
2,344
-10
-0.4% -$1.45K 0.08% 147
2024
Q4 		$308K Buy
2,354
+56
+2% +$7.84K 0.08% 155
2024
Q3 		$358K Sell
2,298
-39
-2% -$6.29K 0.1% 141
2024
Q2 		$365K Buy
2,337
+1
+0% +$150 0.11% 140
2024
Q1 		$316K Buy
2,336
+2
+0.1% +$265 0.1% 153
2023
Q4 		$314K Buy
2,334
+187
+9% +$24.3K 0.1% 148
2023
Q3 		$291K Buy
2,147
+6
+0.3% +$819 0.09% 144
2023
Q2 		$306K Hold
2,141
– – 0.09% 148
2023
Q1 		$297K Buy
2,141
+46
+2% +$6.19K 0.09% 147
2022
Q4 		$284K Sell
2,095
-69
-3% -$8.65K 0.09% 142
2022
Q3 		$237K Buy
2,164
+33
+2% +$4.19K 0.09% 163
2022
Q2 		$282K Sell
2,131
-108
-5% -$14.2K 0.1% 143
2022
Q1 		$297K Sell
2,239
-423
-16% -$50.7K 0.12% 144
2021
Q4 		$310K Buy
2,662
+188
+8% +$22.1K 0.12% 136
2021
Q3 		$297K Sell
2,474
-2
-0.1% -$233 0.13% 136
2021
Q2 		$297K Sell
2,476
-119
-5% -$13.1K 0.16% 137
2021
Q1 		$258K Sell
2,595
-220
-8% -$22.1K 0.15% 140
2020
Q4 		$281K Sell
2,815
-222
-7% -$23.5K 0.18% 125
2020
Q3 		$333K Buy
3,037
+62
+2% +$6.9K 0.21% 109
2020
Q2 		$315K Buy
2,975
+57
+2% +$5.89K 0.26% 110
2020
Q1 		$261K Buy
2,918
+452
+18% +$42.6K 0.26% 111
2019
Q4 		$246K Sell
2,466
-65
-3% -$6.12K 0.17% 126
2019
Q3 		$226K Sell
2,531
-430
-15% -$37.3K 0.19% 131
2019
Q2 		$260K Buy
2,961
+39
+1% +$3.06K 0.23% 117
2019
Q1 		$236K Buy
+2,922
New +$230K 0.21% 116

Other funds holding AZN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Keudell/Morrison Wealth Management's AZN Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its AstraZeneca (AZN) position steady in Q2 2026 at 2,343 shares worth $444K. The position accounts for 0.08% of the portfolio, ranked #149.

Keudell/Morrison Wealth Management first reported a position in AZN in Q1 2019 and has held it in 29 quarters since. The position peaked at $462K in Q1 2026. 233 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Keudell/Morrison Wealth Management held 2,343 shares of AstraZeneca worth $444K as of Q2 2026.
  • Keudell/Morrison Wealth Management left its AstraZeneca share count unchanged in Q2 2026.
  • AstraZeneca made up 0.08% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Keudell/Morrison Wealth Management first reported a position in AstraZeneca in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's AstraZeneca position peaked at $462K in Q1 2026.
  • 233 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.