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Perigon Wealth Management’s AstraZeneca AZN Stock Holding History

Perigon 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 		$2.23M Sell
11,759
-12
-0.1% -$2.26K 0.04% 393
2026
Q1 		$2.32M Buy
11,771
+241
+2% +$46.5K 0.04% 347
2025
Q4 		$2.12M Buy
11,530
+990
+9% +$174K 0.04% 357
2025
Q3 		$1.62M Buy
10,540
+302
+3% +$45.7K 0.03% 399
2025
Q2 		$1.43M Buy
10,238
+500
+5% +$70.1K 0.03% 400
2025
Q1 		$1.43M Sell
9,738
-61
-0.6% -$8.83K 0.04% 372
2024
Q4 		$1.31M Buy
9,799
+284
+3% +$39.8K 0.03% 379
2024
Q3 		$1.48M Sell
9,515
-20
-0.2% -$3.23K 0.04% 337
2024
Q2 		$1.49M Buy
9,535
+137
+1% +$20.6K 0.04% 293
2024
Q1 		$1.27M Buy
9,398
+485
+5% +$64.2K 0.04% 314
2023
Q4 		$1.2M Sell
8,913
-81
-0.9% -$10.5K 0.04% 303
2023
Q3 		$1.22M Sell
8,994
-359
-4% -$49K 0.05% 276
2023
Q2 		$1.34M Buy
9,353
+6,105
+188% +$898K 0.05% 260
2023
Q1 		$451K Buy
3,248
+156
+5% +$21K 0.03% 417
2022
Q4 		$419K Buy
3,092
+338
+12% +$42.4K 0.03% 427
2022
Q3 		$302K Sell
2,754
-52
-2% -$6.6K 0.03% 421
2022
Q2 		$371K Buy
2,806
+604
+27% +$79.3K 0.03% 383
2022
Q1 		$292K Buy
2,202
+175
+9% +$21K 0.02% 465
2021
Q4 		$236K Sell
2,027
-102
-5% -$12K 0.02% 515
2021
Q3 		$256K Buy
+2,129
New +$248K 0.02% 446
2021
Q1 		– Sell
-464
Closed -$46K – 529
2020
Q4 		$46K Buy
+464
New +$49.1K 0.01% 763
2017
Q1 		– Sell
-539
Closed -$33K – 616
2016
Q4 		$33K Sell
539
-317
-37% -$18K 0.01% 400
2016
Q3 		$56K Buy
+856
New +$56K 0.01% 294

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

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

Perigon Wealth Management reduced its AstraZeneca (AZN) stake by 0.1% in Q2 2026, selling an estimated $2.26K and leaving 11,759 shares worth $2.23M. The position accounts for 0.04% of the portfolio, ranked #393.

Perigon Wealth Management first reported a position in AZN in Q3 2016 and has held it in 23 quarters since. The position peaked at $2.32M in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Perigon Wealth Management held 11,759 shares of AstraZeneca worth $2.23M as of Q2 2026.
  • Perigon Wealth Management sold 12 AstraZeneca shares in Q2 2026, an estimated $2.26K.
  • AstraZeneca made up 0.04% of Perigon Wealth Management's portfolio in Q2 2026, its #393 holding.
  • Perigon Wealth Management first reported a position in AstraZeneca in Q3 2016 and has held it in 23 quarters since.
  • Perigon Wealth Management's AstraZeneca position peaked at $2.32M in Q1 2026.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.