Physician Wealth Advisors’s AstraZeneca AZN Stock Holding History

Physician Wealth Advisors’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	$93.3K	Buy	492 +8	+2%	+$1.5K	0.01%	320
2026 Q1	$95.4K	Sell	484 -266	-35%	-$51.3K	0.01%	289
2025 Q4	$138K	Buy	750 +7	+0.9%	+$1.23K	0.02%	236
2025 Q3	$114K	Buy	743 +5	+0.7%	+$757	0.02%	259
2025 Q2	$103K	Sell	738 -205	-22%	-$28.7K	0.02%	257
2025 Q1	$139K	Sell	943 -154	-14%	-$22.3K	0.02%	223
2024 Q4	$144K	Sell	1,097 -438	-29%	-$61.3K	0.02%	214
2024 Q3	$239K	Buy	1,535 +250	+19%	+$40.4K	0.04%	162
2024 Q2	$202K	Buy	+1,285	New	+$193K	0.04%	178

Other funds holding AZN

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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 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

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

SAM

Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return

Physician Wealth Advisors's AZN Position: Q2 2026 in Review

Physician Wealth Advisors increased its AstraZeneca (AZN) stake by 1.7% in Q2 2026, buying an estimated $1.5K and bringing the position to 492 shares worth $93.3K. The position accounts for 0.01% of the portfolio, ranked #320.

Physician Wealth Advisors first reported a position in AZN in Q2 2024 and has held it in 9 quarters since. The position peaked at $239K in Q3 2024. 309 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Physician Wealth Advisors held 492 shares of AstraZeneca worth $93.3K as of Q2 2026.
Physician Wealth Advisors bought 8 AstraZeneca shares in Q2 2026, an estimated $1.5K.
AstraZeneca made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #320 holding.
Physician Wealth Advisors first reported a position in AstraZeneca in Q2 2024 and has held it in 9 quarters since.
Physician Wealth Advisors's AstraZeneca position peaked at $239K in Q3 2024.
309 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.