Marks Group Wealth Management
AZN icon

Marks Group Wealth Management’s AstraZeneca AZN Stock Holding History

Marks Group 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
Q3 		$1.98M Sell
12,233
-2,250
-16% -$375K 0.17% 131
2026
Q2 		$2.75M Sell
14,483
-3,959
-21% -$745K 0.24% 109
2026
Q1 		$3.64M Sell
18,442
-452
-2% -$87.2K 0.35% 95
2025
Q4 		$3.47M Buy
18,894
+1,669
+10% +$293K 0.33% 93
2025
Q3 		$2.64M Buy
17,225
+2,948
+21% +$446K 0.25% 108
2025
Q2 		$2M Sell
14,277
-6,337
-31% -$888K 0.19% 123
2025
Q1 		$3.03M Sell
20,614
-1,862
-8% -$269K 0.29% 97
2024
Q4 		$2.95M Buy
22,476
+640
+3% +$89.6K 0.29% 99
2024
Q3 		$3.4M Sell
21,836
-343
-2% -$55.4K 0.32% 94
2024
Q2 		$3.46M Buy
22,179
+957
+5% +$144K 0.36% 88
2024
Q1 		$2.88M Sell
21,222
-1,419
-6% -$188K 0.3% 95
2023
Q4 		$3.05M Buy
22,641
+18,395
+433% +$2.39M 0.35% 91
2023
Q3 		$575K Buy
+4,246
New +$580K 0.07% 197

Other funds holding AZN

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Vanguard Asset Management
Vanguard Asset Management London, Ec4n 8af $162B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Marks Group Wealth Management's AZN Position: Q3 2026 in Review

Marks Group Wealth Management reduced its AstraZeneca (AZN) stake by 16% in Q3 2026, selling an estimated $375K and leaving 12,233 shares worth $1.98M. The position accounts for 0.17% of the portfolio, ranked #131.

Marks Group Wealth Management first reported a position in AZN in Q3 2023 and has held it in 13 quarters since. The position peaked at $3.64M in Q1 2026. 1,222 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • Marks Group Wealth Management held 12,233 shares of AstraZeneca worth $1.98M as of Q3 2026.
  • Marks Group Wealth Management sold 2,250 AstraZeneca shares in Q3 2026, an estimated $375K.
  • AstraZeneca made up 0.17% of Marks Group Wealth Management's portfolio in Q3 2026, its #131 holding.
  • Marks Group Wealth Management first reported a position in AstraZeneca in Q3 2023 and has held it in 13 quarters since.
  • Marks Group Wealth Management's AstraZeneca position peaked at $3.64M in Q1 2026.
  • 1,222 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Marks Group Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.