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Kingsview Wealth Management’s AstraZeneca AZN Stock Holding History

Kingsview 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 		$1.01M Sell
5,303
-384
-7% -$72.2K 0.01% 751
2026
Q1 		$1.12M Sell
5,687
-463
-8% -$89.3K 0.02% 650
2025
Q4 		$1.13M Buy
6,150
+77
+1% +$13.5K 0.02% 604
2025
Q3 		$932K Sell
6,073
-173
-3% -$26.2K 0.01% 630
2025
Q2 		$873K Buy
6,246
+207
+3% +$29K 0.01% 624
2025
Q1 		$888K Sell
6,039
-101
-2% -$14.6K 0.02% 580
2024
Q4 		$805K Sell
6,140
-337
-5% -$47.2K 0.02% 604
2024
Q3 		$1.01M Sell
6,477
-629
-9% -$102K 0.02% 525
2024
Q2 		$1.11M Buy
7,106
+19
+0.3% +$2.86K 0.03% 483
2024
Q1 		$960K Buy
7,087
+3,582
+102% +$474K 0.02% 510
2023
Q4 		$472K Buy
3,505
+355
+11% +$46.1K 0.01% 644
2023
Q3 		$427K Buy
3,150
+576
+22% +$78.7K 0.02% 660
2023
Q2 		$368K Sell
2,574
-54
-2% -$7.95K 0.01% 678
2023
Q1 		$365K Sell
2,628
-39
-1% -$5.25K 0.02% 659
2022
Q4 		$362K Sell
2,667
-129
-5% -$16.2K 0.02% 604
2022
Q3 		$307K Buy
2,796
+239
+9% +$30.3K 0.01% 626
2022
Q2 		$338K Sell
2,557
-267
-9% -$35K 0.02% 627
2022
Q1 		$375K Sell
2,824
-678
-19% -$81.3K 0.02% 641
2021
Q4 		$408K Sell
3,502
-82
-2% -$9.65K 0.02% 635
2021
Q3 		$431K Buy
3,584
+88
+3% +$10.2K 0.02% 589
2021
Q2 		$422K Buy
3,496
+21
+0.6% +$2.3K 0.02% 604
2021
Q1 		$344K Sell
3,475
-366
-10% -$36.8K 0.02% 601
2020
Q4 		$384K Buy
3,841
+834
+28% +$88.3K 0.03% 505
2020
Q3 		$329K Buy
3,007
+648
+27% +$72.1K 0.03% 455
2020
Q2 		$250K Buy
+2,359
New +$244K 0.03% 478
2020
Q1 		– Sell
-2,115
Closed -$211K – 501
2019
Q4 		$211K Buy
+2,115
New +$199K 0.03% 437

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Kingsview Wealth Management reduced its AstraZeneca (AZN) stake by 6.8% in Q2 2026, selling an estimated $72.2K and leaving 5,303 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #751.

Kingsview Wealth Management first reported a position in AZN in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.13M in Q4 2025. 1,498 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Kingsview Wealth Management held 5,303 shares of AstraZeneca worth $1.01M as of Q2 2026.
  • Kingsview Wealth Management sold 384 AstraZeneca shares in Q2 2026, an estimated $72.2K.
  • AstraZeneca made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #751 holding.
  • Kingsview Wealth Management first reported a position in AstraZeneca in Q4 2019 and has held it in 26 quarters since.
  • Kingsview Wealth Management's AstraZeneca position peaked at $1.13M in Q4 2025.
  • 1,498 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.