Modern Wealth Management’s AstraZeneca AZN Stock Holding History

Modern 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	$1.69M	Buy	8,922 +6,886	+338%	+$1.3M	0.02%	419
2026 Q1	$409K	Sell	2,036 -324	-14%	-$62.5K	0.01%	621
2025 Q4	$434K	Buy	2,360 +400	+20%	+$70.2K	0.01%	565
2025 Q3	$301K	Buy	1,960 +120	+7%	+$18.2K	0.01%	644
2025 Q2	$257K	Sell	1,840 -53	-3%	-$7.43K	0.01%	655
2025 Q1	$278K	Buy	1,893 +109	+6%	+$15.8K	0.01%	550
2024 Q4	$234K	Buy	+1,784	New	+$250K	0.01%	519

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

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

Modern Wealth Management increased its AstraZeneca (AZN) stake by 338% in Q2 2026, buying an estimated $1.3M and bringing the position to 8,922 shares worth $1.69M. The position accounts for 0.02% of the portfolio, ranked #419.

Modern Wealth Management first reported a position in AZN in Q4 2024 and has held it in 7 quarters since. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Modern Wealth Management held 8,922 shares of AstraZeneca worth $1.69M as of Q2 2026.
Modern Wealth Management bought 6,886 AstraZeneca shares in Q2 2026, an estimated $1.3M.
AstraZeneca made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #419 holding.
Modern Wealth Management first reported a position in AstraZeneca in Q4 2024 and has held it in 7 quarters since.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.