NW
AZN icon

Naviter Wealth’s AstraZeneca AZN Stock Holding History

Naviter 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
Q2 		$7.25M Buy
38,241
+6,992
+22% +$1.32M 0.66% 30
2026
Q1 		$6.16M Buy
31,249
+1,242
+4% +$239K 0.77% 25
2025
Q4 		$5.52M Sell
30,007
-6,007
-17% -$1.05M 0.72% 26
2025
Q3 		$5.53M Buy
36,014
+1,250
+4% +$189K 0.64% 29
2025
Q2 		$4.86M Buy
34,764
+1,268
+4% +$178K 0.6% 33
2025
Q1 		$4.94M Sell
33,496
-606
-2% -$87.7K 0.6% 35
2024
Q4 		$4.47M Sell
34,102
-688
-2% -$96.3K 0.54% 39
2024
Q3 		$5.42M Sell
34,790
-275
-0.8% -$44.4K 0.75% 30
2024
Q2 		$5.47M Buy
35,065
+3,484
+11% +$524K 0.82% 24
2024
Q1 		$4.28M Buy
31,581
+7,917
+33% +$1.05M 0.7% 30
2023
Q4 		$3.19M Buy
23,664
+2,177
+10% +$283K 0.64% 37
2023
Q3 		$2.91M Buy
21,487
+1,995
+10% +$272K 0.7% 29
2023
Q2 		$2.79M Buy
19,492
+2,476
+15% +$364K 0.71% 30
2023
Q1 		$2.36M Sell
17,016
-547
-3% -$73.6K 0.83% 23
2022
Q4 		$2.33M Buy
+17,563
New +$2.2M 0.64% 31
2022
Q3 		– Sell
-14,054
Closed -$1.86M – 183
2022
Q2 		$1.86M Buy
+14,054
New +$1.84M 0.76% 21

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

Naviter Wealth's AZN Position: Q2 2026 in Review

Naviter Wealth increased its AstraZeneca (AZN) stake by 22% in Q2 2026, buying an estimated $1.32M and bringing the position to 38,241 shares worth $7.25M. The position accounts for 0.66% of the portfolio, ranked #30.

Naviter Wealth first reported a position in AZN in Q2 2022 and has held it in 16 quarters since. 1,504 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Naviter Wealth held 38,241 shares of AstraZeneca worth $7.25M as of Q2 2026.
  • Naviter Wealth bought 6,992 AstraZeneca shares in Q2 2026, an estimated $1.32M.
  • AstraZeneca made up 0.66% of Naviter Wealth's portfolio in Q2 2026, its #30 holding.
  • Naviter Wealth first reported a position in AstraZeneca in Q2 2022 and has held it in 16 quarters since.
  • 1,504 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.