Olistico Wealth’s AstraZeneca AZN Stock Holding History

Olistico 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	$8.23K	Buy	+44	New	+$8.28K	﹤0.01%	262
2026 Q1	–	Sell	-45	Closed	-$8.27K	–	344
2025 Q4	$8.27K	Buy	+45	New	+$7.89K	﹤0.01%	262
2025 Q3	–	Sell	-45	Closed	-$6.29K	–	111
2025 Q2	$6.29K	Buy	45 +32	+246%	+$4.49K	﹤0.01%	283
2025 Q1	$1.84K	Buy	13 +2	+18%	+$289	﹤0.01%	304
2024 Q4	$1.38K	Hold	11	–	–	﹤0.01%	291
2024 Q3	$1.64K	Hold	11	–	–	﹤0.01%	295
2024 Q2	$1.64K	Buy	+11	New	+$1.66K	﹤0.01%	288

Other funds holding AZN

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

SAM

Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

MIM

Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Olistico Wealth's AZN Position: Q2 2026 in Review

Olistico Wealth opened a new position in AstraZeneca (AZN) in Q2 2026: 44 shares worth $8.23K. The stake represents ﹤0.01% of the portfolio and ranks #262 among its holdings. This is a return to the name: Olistico Wealth previously reported a position in AZN as recently as Q4 2025.

Olistico Wealth first reported a position in AZN in Q2 2024 and has held it in 7 quarters since. The position peaked at $8.27K in Q4 2025. 233 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Olistico Wealth held 44 shares of AstraZeneca worth $8.23K as of Q2 2026.
AstraZeneca was a new Olistico Wealth position in Q2 2026.
AstraZeneca made up ﹤0.01% of Olistico Wealth's portfolio in Q2 2026, its #262 holding.
Olistico Wealth first reported a position in AstraZeneca in Q2 2024 and has held it in 7 quarters since.
Olistico Wealth's AstraZeneca position peaked at $8.27K in Q4 2025.
233 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.