Kingswood Wealth Advisors’s AstraZeneca AZN Stock Holding History

Kingswood Wealth Advisors’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	$934K	Sell	4,927 -345	-7%	-$64.9K	0.04%	424
2026 Q1	$1.04M	Buy	5,272 +760	+17%	+$147K	0.05%	375
2025 Q4	$830K	Buy	4,512 +2,905	+181%	+$509K	0.04%	387
2025 Q3	$247K	Buy	+1,607	New	+$243K	0.01%	695
2024 Q4	–	Sell	-1,335	Closed	-$208K	–	799
2024 Q3	$208K	Buy	+1,335	New	+$215K	0.01%	656

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

Kingswood Wealth Advisors's AZN Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its AstraZeneca (AZN) stake by 6.5% in Q2 2026, selling an estimated $64.9K and leaving 4,927 shares worth $934K. The position accounts for 0.04% of the portfolio, ranked #424.

Kingswood Wealth Advisors first reported a position in AZN in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.04M in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Kingswood Wealth Advisors held 4,927 shares of AstraZeneca worth $934K as of Q2 2026.
Kingswood Wealth Advisors sold 345 AstraZeneca shares in Q2 2026, an estimated $64.9K.
AstraZeneca made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #424 holding.
Kingswood Wealth Advisors first reported a position in AstraZeneca in Q3 2024 and has held it in 5 quarters since.
Kingswood Wealth Advisors's AstraZeneca position peaked at $1.04M in Q1 2026.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.