MASECO Private Wealth’s AstraZeneca AZN Stock Holding History

MASECO Private Wealth’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	$1.37M	Sell	7,316 -94	-1%	-$17.7K	0.04%	57
2026 Q1	$1.44M	Buy	+7,410	New	+$1.43M	0.05%	55
2025 Q3	–	Sell	-244	Closed	-$34.1K	–	297
2025 Q2	$34.1K	Buy	+244	New	+$34.2K	﹤0.01%	202

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

MASECO Private Wealth's AZN Position: Q2 2026 in Review

MASECO Private Wealth reduced its AstraZeneca (AZN) stake by 1.3% in Q2 2026, selling an estimated $17.7K and leaving 7,316 shares worth $1.37M. The position accounts for 0.04% of the portfolio, ranked #57.

MASECO Private Wealth first reported a position in AZN in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.44M in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

MASECO Private Wealth held 7,316 shares of AstraZeneca worth $1.37M as of Q2 2026.
MASECO Private Wealth sold 94 AstraZeneca shares in Q2 2026, an estimated $17.7K.
AstraZeneca made up 0.04% of MASECO Private Wealth's portfolio in Q2 2026, its #57 holding.
MASECO Private Wealth first reported a position in AstraZeneca in Q2 2025 and has held it in 3 quarters since.
MASECO Private Wealth's AstraZeneca position peaked at $1.44M in Q1 2026.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.