PWG
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Portside Wealth Group’s AstraZeneca AZN Stock Holding History

Portside Wealth Group’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 		$1.27M Buy
6,707
+1,111
+20% +$209K 0.15% 155
2026
Q1 		$1.1M Sell
5,596
-204
-4% -$39.3K 0.15% 156
2025
Q4 		$1.07M Buy
5,800
+764
+15% +$134K 0.14% 160
2025
Q3 		$773K Buy
5,036
+801
+19% +$121K 0.11% 201
2025
Q2 		$592K Buy
4,235
+119
+3% +$16.7K 0.09% 215
2025
Q1 		$605K Sell
4,116
-678
-14% -$98.1K 0.1% 209
2024
Q4 		$628K Buy
4,794
+156
+3% +$21.8K 0.1% 198
2024
Q3 		$723K Buy
4,638
+1,272
+38% +$205K 0.12% 176
2024
Q2 		$525K Buy
3,366
+540
+19% +$81.3K 0.1% 203
2024
Q1 		$383K Buy
2,826
+39
+1% +$5.16K 0.07% 241
2023
Q4 		$375K Buy
2,787
+865
+45% +$112K 0.07% 238
2023
Q3 		$262K Buy
+1,922
New +$263K 0.05% 268

Other funds holding AZN

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Swedbank
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
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
AV
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

Portside Wealth Group's AZN Position: Q2 2026 in Review

Portside Wealth Group increased its AstraZeneca (AZN) stake by 20% in Q2 2026, buying an estimated $209K and bringing the position to 6,707 shares worth $1.27M. The position accounts for 0.15% of the portfolio, ranked #155.

Portside Wealth Group first reported a position in AZN in Q3 2023 and has held it in 12 quarters since. 443 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Portside Wealth Group held 6,707 shares of AstraZeneca worth $1.27M as of Q2 2026.
  • Portside Wealth Group bought 1,111 AstraZeneca shares in Q2 2026, an estimated $209K.
  • AstraZeneca made up 0.15% of Portside Wealth Group's portfolio in Q2 2026, its #155 holding.
  • Portside Wealth Group first reported a position in AstraZeneca in Q3 2023 and has held it in 12 quarters since.
  • 443 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.