Massachusetts Wealth Management’s AstraZeneca AZN Stock Holding History

Massachusetts 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	$265K	Hold	1,400	–	–	0.1%	95
2026 Q1	$276K	Hold	1,400	–	–	0.12%	91
2025 Q4	$257K	Hold	1,400	–	–	0.12%	91
2025 Q3	$215K	Buy	+1,400	New	+$212K	0.11%	94
2024 Q4	–	Sell	-1,450	Closed	-$226K	–	92
2024 Q3	$226K	Hold	1,450	–	–	0.14%	86
2024 Q2	$226K	Buy	+1,450	New	+$218K	0.15%	91
2023 Q3	–	Sell	-1,450	Closed	-$208K	–	86
2023 Q2	$208K	Hold	1,450	–	–	0.2%	81
2023 Q1	$201K	Buy	+1,450	New	+$195K	0.21%	79

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

Massachusetts Wealth Management's AZN Position: Q2 2026 in Review

Massachusetts Wealth Management held its AstraZeneca (AZN) position steady in Q2 2026 at 1,400 shares worth $265K. The position accounts for 0.1% of the portfolio, ranked #95.

Massachusetts Wealth Management first reported a position in AZN in Q1 2023 and has held it in 8 quarters since. The position peaked at $276K in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Massachusetts Wealth Management held 1,400 shares of AstraZeneca worth $265K as of Q2 2026.
Massachusetts Wealth Management left its AstraZeneca share count unchanged in Q2 2026.
AstraZeneca made up 0.1% of Massachusetts Wealth Management's portfolio in Q2 2026, its #95 holding.
Massachusetts Wealth Management first reported a position in AstraZeneca in Q1 2023 and has held it in 8 quarters since.
Massachusetts Wealth Management's AstraZeneca position peaked at $276K in Q1 2026.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.