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MBM Wealth Consultants’s AstraZeneca AZN Stock Holding History

MBM Wealth Consultants’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 		– Sell
-421
Closed -$83K – 143
2026
Q1 		$83K Buy
+421
New +$81.2K 0.02% 130
2023
Q4 		– Sell
-6,464
Closed -$870K – 108
2023
Q3 		$870K Buy
6,464
+668
+12% +$91.2K 0.38% 40
2023
Q2 		$771K Buy
5,796
+968
+20% +$142K 0.33% 44
2023
Q1 		$752K Hold
4,828
– – 0.31% 41
2022
Q4 		$669K Sell
4,828
-342
-7% -$42.9K 0.31% 40
2022
Q3 		$574K Sell
5,170
-371
-7% -$47.1K 0.28% 42
2022
Q2 		$732K Buy
5,541
+177
+3% +$23.2K 0.36% 35
2022
Q1 		$712K Sell
5,364
-14
-0.3% -$1.68K 0.3% 44
2021
Q4 		$626K Buy
5,378
+971
+22% +$114K 0.26% 54
2021
Q3 		$529K Buy
+4,407
New +$513K 0.24% 53

Other funds holding AZN

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ISS
Intesa Sanpaolo SpA. Turin, Italy $2.92B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

MBM Wealth Consultants's AZN Position: Q2 2026 in Review

MBM Wealth Consultants sold out of AstraZeneca (AZN) in Q2 2026, closing a stake of 421 shares — an estimated $83K sold.

MBM Wealth Consultants first reported a position in AZN in Q3 2021 and held it in 10 quarters. The position peaked at $870K in Q3 2023. 629 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • MBM Wealth Consultants reported no remaining AstraZeneca position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 421 AstraZeneca shares in Q2 2026, an estimated $83K.
  • MBM Wealth Consultants first reported a position in AstraZeneca in Q3 2021 and held it in 10 quarters.
  • MBM Wealth Consultants's AstraZeneca position peaked at $870K in Q3 2023.
  • 629 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.