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Meridian Wealth Management’s AstraZeneca AZN Stock Holding History

Meridian 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 		$1.39M Sell
7,351
-52
-0.7% -$9.78K 0.04% 324
2026
Q1 		$1.45M Buy
7,403
+9
+0.1% +$1.74K 0.05% 282
2025
Q4 		$1.36M Buy
7,394
+122
+2% +$21.4K 0.05% 288
2025
Q3 		$1.12M Buy
7,272
+248
+4% +$37.5K 0.04% 307
2025
Q2 		$982K Buy
7,024
+94
+1% +$13.2K 0.04% 311
2025
Q1 		$1.02M Buy
6,930
+174
+3% +$25.2K 0.05% 290
2024
Q4 		$885K Buy
6,756
+309
+5% +$43.3K 0.04% 310
2024
Q3 		$1M Buy
+6,447
New +$1.04M 0.05% 282
2024
Q2 		– Sell
-5,574
Closed -$755K – 310
2024
Q1 		$755K Buy
5,574
+1,021
+22% +$135K 0.13% 107
2023
Q4 		$613K Sell
4,553
-4,068
-47% -$529K 0.04% 340
2023
Q3 		$1.17M Buy
8,621
+4,442
+106% +$607K 0.07% 216
2023
Q2 		$598K Sell
4,179
-1,185
-22% -$174K 0.05% 293
2023
Q1 		$745K Sell
5,364
-2,638
-33% -$355K 0.06% 252
2022
Q4 		$1.09M Sell
8,002
-320
-4% -$40.1K 0.11% 184
2022
Q3 		$913K Buy
8,322
+4,297
+107% +$545K 0.1% 199
2022
Q2 		$532K Buy
4,025
+17
+0.4% +$2.23K 0.04% 335
2022
Q1 		$532K Sell
4,008
-47
-1% -$5.64K 0.06% 231
2021
Q4 		$472K Sell
4,055
-3
-0.1% -$353 0.05% 253
2021
Q3 		$487K Hold
4,058
– – 0.06% 226
2021
Q2 		$486K Hold
4,058
– – 0.06% 234
2021
Q1 		$404K Hold
4,058
– – 0.06% 242
2020
Q4 		$405K Sell
4,058
-88
-2% -$9.32K 0.06% 220
2020
Q3 		$454K Sell
4,146
-70
-2% -$7.79K 0.11% 148
2020
Q2 		$445K Buy
4,216
+73
+2% +$7.54K 0.15% 129
2020
Q1 		$370K Sell
4,143
-112
-3% -$10.5K 0.16% 135
2019
Q4 		$424K Sell
4,255
-50
-1% -$4.71K 0.2% 103
2019
Q3 		$384K Buy
+4,305
New +$373K 0.18% 115

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Meridian Wealth Management reduced its AstraZeneca (AZN) stake by 0.7% in Q2 2026, selling an estimated $9.78K and leaving 7,351 shares worth $1.39M. The position accounts for 0.04% of the portfolio, ranked #324.

Meridian Wealth Management first reported a position in AZN in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.45M in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Meridian Wealth Management held 7,351 shares of AstraZeneca worth $1.39M as of Q2 2026.
  • Meridian Wealth Management sold 52 AstraZeneca shares in Q2 2026, an estimated $9.78K.
  • AstraZeneca made up 0.04% of Meridian Wealth Management's portfolio in Q2 2026, its #324 holding.
  • Meridian Wealth Management first reported a position in AstraZeneca in Q3 2019 and has held it in 27 quarters since.
  • Meridian Wealth Management's AstraZeneca position peaked at $1.45M in Q1 2026.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

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