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 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

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

Marks Group Wealth Management's AZN Position: Q2 2026 in Review

Marks Group Wealth Management reduced its AstraZeneca (AZN) stake by 21% in Q2 2026, selling an estimated $745K and leaving 14,483 shares worth $2.75M. The position accounts for 0.24% of the portfolio, ranked #109.

Marks Group Wealth Management first reported a position in AZN in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.64M in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Marks Group Wealth Management held 14,483 shares of AstraZeneca worth $2.75M as of Q2 2026.
Marks Group Wealth Management sold 3,959 AstraZeneca shares in Q2 2026, an estimated $745K.
AstraZeneca made up 0.24% of Marks Group Wealth Management's portfolio in Q2 2026, its #109 holding.
Marks Group Wealth Management first reported a position in AstraZeneca in Q3 2023 and has held it in 12 quarters since.
Marks Group Wealth Management's AstraZeneca position peaked at $3.64M in Q1 2026.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.