Mitchell & Pahl Private Wealth
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Mitchell & Pahl Private Wealth’s AstraZeneca AZN Stock Holding History

Mitchell & Pahl 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
Q3 		$1.26M Buy
7,821
+452
+6% +$75.3K 0.46% 74
2026
Q2 		$1.4M Buy
7,369
+227
+3% +$42.7K 0.51% 66
2026
Q1 		$1.41M Sell
7,142
-2
-0% -$386 0.57% 67
2025
Q4 		$1.31M Sell
7,144
-42
-0.6% -$7.37K 0.55% 69
2025
Q3 		$1.1M Buy
7,186
+3
+0% +$454 0.46% 78
2025
Q2 		$1M Buy
7,183
+357
+5% +$50K 0.44% 80
2025
Q1 		$1M Sell
6,826
-110
-2% -$15.9K 0.47% 75
2024
Q4 		$909K Buy
6,936
+385
+6% +$53.9K 0.42% 84
2024
Q3 		$1.02M Sell
6,551
-25
-0.4% -$4.04K 0.48% 79
2024
Q2 		$1.03M Sell
6,576
-55
-0.8% -$8.28K 0.54% 73
2024
Q1 		$899K Buy
6,631
+358
+6% +$47.4K 0.47% 78
2023
Q4 		$845K Sell
6,273
-112
-2% -$14.6K 0.48% 79
2023
Q3 		$865K Buy
6,385
+614
+11% +$83.9K 0.51% 67
2023
Q2 		$826K Buy
5,771
+92
+2% +$13.5K 0.5% 69
2023
Q1 		$788K Buy
5,679
+95
+2% +$12.8K 0.49% 73
2022
Q4 		$757K Buy
5,584
+682
+14% +$85.5K 0.5% 77
2022
Q3 		$538K Buy
4,902
+231
+5% +$29.3K 0.4% 90
2022
Q2 		$617K Buy
4,671
+122
+3% +$16K 0.43% 87
2022
Q1 		$604K Buy
4,549
+591
+15% +$70.9K 0.38% 87
2021
Q4 		$461K Buy
3,958
+298
+8% +$35.1K 0.3% 104
2021
Q3 		$440K Buy
3,660
+100
+3% +$11.6K 0.32% 96
2021
Q2 		$426K Buy
3,560
+180
+5% +$19.7K 0.3% 103
2021
Q1 		$336K Buy
3,380
+258
+8% +$25.9K 0.26% 114
2020
Q4 		$312K Buy
+3,122
New +$331K 0.26% 113

Other funds holding AZN

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Vanguard Asset Management
Vanguard Asset Management London, Ec4n 8af $162B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Mitchell & Pahl Private Wealth's AZN Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth increased its AstraZeneca (AZN) stake by 6.1% in Q3 2026, buying an estimated $75.3K and bringing the position to 7,821 shares worth $1.26M. The position accounts for 0.46% of the portfolio, ranked #74.

Mitchell & Pahl Private Wealth first reported a position in AZN in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.41M in Q1 2026. 1,222 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 7,821 shares of AstraZeneca worth $1.26M as of Q3 2026.
  • Mitchell & Pahl Private Wealth bought 452 AstraZeneca shares in Q3 2026, an estimated $75.3K.
  • AstraZeneca made up 0.46% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #74 holding.
  • Mitchell & Pahl Private Wealth first reported a position in AstraZeneca in Q4 2020 and has held it in 24 quarters since.
  • Mitchell & Pahl Private Wealth's AstraZeneca position peaked at $1.41M in Q1 2026.
  • 1,222 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.