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 Q3	$6.04M	Buy	37,436 +2,720	+8%	+$453K	3.6%	7
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

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Orca Wealth Management's AZN Position: Q3 2026 in Review

Orca Wealth Management increased its AstraZeneca (AZN) stake by 7.8% in Q3 2026, buying an estimated $453K and bringing the position to 37,436 shares worth $6.04M. The position accounts for 3.6% of the portfolio, ranked #7.

Orca Wealth Management first reported a position in AZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.83M in Q1 2026. 551 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

Orca Wealth Management held 37,436 shares of AstraZeneca worth $6.04M as of Q3 2026.
Orca Wealth Management bought 2,720 AstraZeneca shares in Q3 2026, an estimated $453K.
AstraZeneca made up 3.6% of Orca Wealth Management's portfolio in Q3 2026, its #7 holding.
Orca Wealth Management first reported a position in AstraZeneca in Q4 2024 and has held it in 7 quarters since.
Orca Wealth Management's AstraZeneca position peaked at $6.83M in Q1 2026.
551 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.