Orca Wealth Management’s AstraZeneca AZN Stock Holding History

Orca 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	$6.58M	Buy	34,716 +73	+0.2%	+$13.7K	3.95%	5
2026 Q1	$6.83M	Buy	+34,643	New	+$6.68M	4.86%	2
2025 Q4	–	Sell	-34,489	Closed	-$5.29M	–	69
2025 Q3	$5.29M	Sell	34,489 -320	-0.9%	-$48.4K	4.01%	7
2025 Q2	$4.86M	Sell	34,809 -258	-0.7%	-$36.2K	4.1%	6
2025 Q1	$5.15M	Buy	35,067 +484	+1%	+$70K	4.61%	3
2024 Q4	$4.53M	Buy	+34,583	New	+$4.84M	4.08%	5

Other funds holding AZN

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

CDDEC

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 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

ISS

Intesa Sanpaolo SpA. Turin, Italy $2.92B AUM

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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

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

Orca Wealth Management increased its AstraZeneca (AZN) stake by 0.21% in Q2 2026, buying an estimated $13.7K and bringing the position to 34,716 shares worth $6.58M. The position accounts for 3.95% of the portfolio, ranked #5.

Orca Wealth Management first reported a position in AZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.83M in Q1 2026. 655 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Orca Wealth Management held 34,716 shares of AstraZeneca worth $6.58M as of Q2 2026.
Orca Wealth Management bought 73 AstraZeneca shares in Q2 2026, an estimated $13.7K.
AstraZeneca made up 3.95% of Orca Wealth Management's portfolio in Q2 2026, its #5 holding.
Orca Wealth Management first reported a position in AstraZeneca in Q4 2024 and has held it in 6 quarters since.
Orca Wealth Management's AstraZeneca position peaked at $6.83M in Q1 2026.
655 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.