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Rialto Wealth Management’s AstraZeneca AZN Stock Holding History

Rialto 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 		$47.6K Buy
251
+126
+101% +$23.7K 0.01% 330
2026
Q1 		$24.7K Hold
125
– – 0.01% 361
2025
Q4 		$23K Hold
125
– – 0.01% 350
2025
Q3 		$19.2K Hold
125
– – ﹤0.01% 358
2025
Q2 		$17.5K Hold
125
– – ﹤0.01% 367
2025
Q1 		$18.4K Buy
+125
New +$18.1K 0.01% 354

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

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

Rialto Wealth Management increased its AstraZeneca (AZN) stake by 101% in Q2 2026, buying an estimated $23.7K and bringing the position to 251 shares worth $47.6K. The position accounts for 0.01% of the portfolio, ranked #330.

Rialto Wealth Management first reported a position in AZN in Q1 2025 and has held it in 6 quarters since. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Rialto Wealth Management held 251 shares of AstraZeneca worth $47.6K as of Q2 2026.
  • Rialto Wealth Management bought 126 AstraZeneca shares in Q2 2026, an estimated $23.7K.
  • AstraZeneca made up 0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #330 holding.
  • Rialto Wealth Management first reported a position in AstraZeneca in Q1 2025 and has held it in 6 quarters since.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.