Legacy Capital Wealth Partners’s AstraZeneca AZN Stock Holding History

Legacy Capital Wealth Partners’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	$659K	Sell	3,478 -73	-2%	-$13.7K	0.13%	164
2026 Q1	$700K	Sell	3,551 -445	-11%	-$85.8K	0.14%	153
2025 Q4	$735K	Sell	3,996 -398	-9%	-$69.8K	0.16%	138
2025 Q3	$674K	Buy	4,394 +172	+4%	+$26K	0.15%	151
2025 Q2	$590K	Sell	4,222 -486	-10%	-$68.1K	0.13%	163
2025 Q1	$692K	Sell	4,708 -55	-1%	-$7.96K	0.17%	126
2024 Q4	$624K	Buy	4,763 +143	+3%	+$20K	0.15%	134
2024 Q3	$720K	Buy	4,620 +106	+2%	+$17.1K	0.14%	137
2024 Q2	$704K	Buy	+4,514	New	+$679K	0.18%	112
2024 Q1	–	Sell	-3,616	Closed	-$487K	–	134
2023 Q4	$487K	Buy	3,616 +1,430	+65%	+$186K	0.14%	150
2023 Q3	$296K	Buy	+2,186	New	+$299K	0.08%	214
2023 Q2	–	Sell	-1,625	Closed	-$226K	–	60
2023 Q1	$226K	Buy	+1,625	New	+$219K	0.06%	226

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

Legacy Capital Wealth Partners's AZN Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its AstraZeneca (AZN) stake by 2.1% in Q2 2026, selling an estimated $13.7K and leaving 3,478 shares worth $659K. The position accounts for 0.13% of the portfolio, ranked #164.

Legacy Capital Wealth Partners first reported a position in AZN in Q1 2023 and has held it in 12 quarters since. The position peaked at $735K in Q4 2025. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Legacy Capital Wealth Partners held 3,478 shares of AstraZeneca worth $659K as of Q2 2026.
Legacy Capital Wealth Partners sold 73 AstraZeneca shares in Q2 2026, an estimated $13.7K.
AstraZeneca made up 0.13% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #164 holding.
Legacy Capital Wealth Partners first reported a position in AstraZeneca in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Wealth Partners's AstraZeneca position peaked at $735K in Q4 2025.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.