Pines Wealth Management’s AstraZeneca AZN Stock Holding History

Pines 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	$413K	Sell	2,176 -324	-13%	-$60.9K	0.12%	154
2026 Q1	$493K	Sell	2,500 -417	-14%	-$80.4K	0.16%	130
2025 Q4	$536K	Buy	2,917 +98	+3%	+$17.2K	0.17%	124
2025 Q3	$433K	Sell	2,819 -315	-10%	-$47.7K	0.15%	141
2025 Q2	$435K	Buy	3,134 +196	+7%	+$27.5K	0.15%	138
2025 Q1	$381K	Buy	2,938 +115	+4%	+$16.6K	0.18%	129
2024 Q4	$378K	Buy	+2,823	New	+$395K	0.16%	137

Other funds holding AZN

Evelyn Partners London $46.9B AUM

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Pines Wealth Management reduced its AstraZeneca (AZN) stake by 13% in Q2 2026, selling an estimated $60.9K and leaving 2,176 shares worth $413K. The position accounts for 0.12% of the portfolio, ranked #154.

Pines Wealth Management first reported a position in AZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $536K in Q4 2025. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Pines Wealth Management held 2,176 shares of AstraZeneca worth $413K as of Q2 2026.
Pines Wealth Management sold 324 AstraZeneca shares in Q2 2026, an estimated $60.9K.
AstraZeneca made up 0.12% of Pines Wealth Management's portfolio in Q2 2026, its #154 holding.
Pines Wealth Management first reported a position in AstraZeneca in Q4 2024 and has held it in 7 quarters since.
Pines Wealth Management's AstraZeneca position peaked at $536K in Q4 2025.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.