PFG Private Wealth Management’s AstraZeneca AZN Stock Holding History

PFG Private 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	$336K	Buy	1,770 +92	+5%	+$17.3K	0.15%	58
2026 Q1	$331K	Buy	1,678 +62	+4%	+$12K	0.14%	51
2025 Q4	$297K	Buy	+1,616	New	+$283K	0.13%	52
2023 Q4	–	Sell	-9	Closed	-$1.22K	–	239
2023 Q3	$1.22K	Hold	9	–	–	﹤0.01%	249
2023 Q2	$1.29K	Sell	9 -1,644	-99%	-$242K	﹤0.01%	259
2023 Q1	$229K	Buy	1,653 +34	+2%	+$4.57K	0.15%	42
2022 Q4	$219K	Buy	1,619 +31	+2%	+$3.89K	0.14%	51
2022 Q3	$174K	Buy	+1,588	New	+$201K	0.11%	57

Other funds holding AZN

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

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

AIM

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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

ZIC

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

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

PFG Private Wealth Management's AZN Position: Q2 2026 in Review

PFG Private Wealth Management increased its AstraZeneca (AZN) stake by 5.5% in Q2 2026, buying an estimated $17.3K and bringing the position to 1,770 shares worth $336K. The position accounts for 0.15% of the portfolio, ranked #58.

PFG Private Wealth Management first reported a position in AZN in Q3 2022 and has held it in 8 quarters since. 396 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

PFG Private Wealth Management held 1,770 shares of AstraZeneca worth $336K as of Q2 2026.
PFG Private Wealth Management bought 92 AstraZeneca shares in Q2 2026, an estimated $17.3K.
AstraZeneca made up 0.15% of PFG Private Wealth Management's portfolio in Q2 2026, its #58 holding.
PFG Private Wealth Management first reported a position in AstraZeneca in Q3 2022 and has held it in 8 quarters since.
396 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on PFG Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.