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ORG Wealth Partners’s AstraZeneca AZN Stock Holding History

ORG Wealth Partners’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 		$53.1K Hold
280
– – 0.01% 343
2026
Q1 		$55.2K Sell
280
-1
-0.4% -$193 0.01% 324
2025
Q4 		$51.6K Hold
281
– – 0.01% 317
2025
Q3 		$43K Buy
+281
New +$42.5K 0.01% 333

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

ORG Wealth Partners's AZN Position: Q2 2026 in Review

ORG Wealth Partners held its AstraZeneca (AZN) position steady in Q2 2026 at 280 shares worth $53.1K. The position accounts for 0.01% of the portfolio, ranked #343.

ORG Wealth Partners first reported a position in AZN in Q3 2025 and has held it in 4 quarters since. The position peaked at $55.2K in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • ORG Wealth Partners held 280 shares of AstraZeneca worth $53.1K as of Q2 2026.
  • ORG Wealth Partners left its AstraZeneca share count unchanged in Q2 2026.
  • AstraZeneca made up 0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #343 holding.
  • ORG Wealth Partners first reported a position in AstraZeneca in Q3 2025 and has held it in 4 quarters since.
  • ORG Wealth Partners's AstraZeneca position peaked at $55.2K in Q1 2026.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.