Matthew Hamilton Rosenberg’s AstraZeneca AZN Stock Holding History

Matthew Hamilton Rosenberg’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	$389K	Buy	+2,051	New	+$386K	0.07%	131
2026 Q1	–	Sell	-1,607	Closed	-$295K	–	802
2025 Q4	$295K	Hold	1,607	–	–	0.06%	152
2025 Q3	$247K	Sell	1,607 -22	-1%	-$3.33K	0.05%	175
2025 Q2	$228K	Buy	1,629 +1,015	+165%	+$142K	0.05%	185
2025 Q1	$90.3K	Buy	614 +46	+8%	+$6.66K	0.02%	335
2024 Q4	$74.4K	Sell	568 -202	-26%	-$28.3K	0.02%	354
2024 Q3	$120K	Hold	770	–	–	0.03%	282
2024 Q2	$120K	Buy	770 +105	+16%	+$15.8K	0.04%	256
2024 Q1	$89.4K	Sell	665 -49	-7%	-$6.49K	0.03%	333
2023 Q4	$96.2K	Sell	714 -22	-3%	-$2.86K	0.03%	318
2023 Q3	$99.7K	Sell	736 -63	-8%	-$8.61K	0.03%	283
2023 Q2	$114K	Buy	799 +1	+0.1%	+$147	0.04%	266
2023 Q1	$111K	Hold	798	–	–	0.04%	290
2022 Q4	$108K	Hold	798	–	–	0.04%	292
2022 Q3	$88K	Hold	798	–	–	0.03%	313
2022 Q2	$105K	Hold	798	–	–	0.04%	289
2022 Q1	$106K	Hold	798	–	–	0.04%	295
2021 Q4	$93K	Buy	798 +409	+105%	+$48.1K	0.03%	312
2021 Q3	$47K	Buy	389 +98	+34%	+$11.4K	0.02%	399
2021 Q2	$35K	Hold	291	–	–	0.02%	410
2021 Q1	$29K	Hold	291	–	–	0.02%	397
2020 Q4	$29K	Sell	291 -171	-37%	-$18.1K	0.02%	382
2020 Q3	$51K	Hold	462	–	–	0.04%	306
2020 Q2	$49K	Buy	+462	New	+$47.7K	0.04%	310

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

Matthew Hamilton Rosenberg's AZN Position: Q2 2026 in Review

Matthew Hamilton Rosenberg opened a new position in AstraZeneca (AZN) in Q2 2026: 2,051 shares worth $389K. The stake represents 0.07% of the portfolio and ranks #131 among its holdings. This is a return to the name: Matthew Hamilton Rosenberg previously reported a position in AZN as recently as Q4 2025.

Matthew Hamilton Rosenberg first reported a position in AZN in Q2 2020 and has held it in 24 quarters since. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Matthew Hamilton Rosenberg held 2,051 shares of AstraZeneca worth $389K as of Q2 2026.
AstraZeneca was a new Matthew Hamilton Rosenberg position in Q2 2026.
AstraZeneca made up 0.07% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #131 holding.
Matthew Hamilton Rosenberg first reported a position in AstraZeneca in Q2 2020 and has held it in 24 quarters since.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.