Nvest Wealth Strategies’s AstraZeneca AZN Stock Holding History

Nvest Wealth Strategies’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	-4	Closed	-$789	–	362
2026 Q1	$789	Buy	+4	New	+$771	﹤0.01%	237

Other funds holding AZN

EPGL

Evelyn Partners Group Ltd London $46.9B AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SAM

SEB Asset Management Stockholm $26.6B AUM

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Nvest Wealth Strategies's AZN Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of AstraZeneca (AZN) in Q2 2026, closing a stake of 4 shares — an estimated $789 sold.

Nvest Wealth Strategies first reported a position in AZN in Q1 2026 and held it in 1 quarter. The position peaked at $789 in Q1 2026. 906 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Nvest Wealth Strategies reported no remaining AstraZeneca position as of Q2 2026 after selling out during the quarter.
Nvest Wealth Strategies sold 4 AstraZeneca shares in Q2 2026, an estimated $789.
Nvest Wealth Strategies first reported a position in AstraZeneca in Q1 2026 and held it in 1 quarter.
Nvest Wealth Strategies's AstraZeneca position peaked at $789 in Q1 2026.
906 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.