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Ritholtz Wealth Management’s AstraZeneca AZN Stock Holding History

Ritholtz 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 		$6.53M Sell
34,429
-7,227
-17% -$1.36M 0.1% 126
2026
Q1 		$8.22M Sell
41,656
-2,472
-6% -$477K 0.14% 86
2025
Q4 		$8.11M Buy
44,128
+1,392
+3% +$244K 0.15% 77
2025
Q3 		$6.56M Buy
42,736
+893
+2% +$135K 0.13% 95
2025
Q2 		$5.85M Buy
41,843
+4,107
+11% +$576K 0.13% 89
2025
Q1 		$5.55M Buy
37,736
+3,551
+10% +$514K 0.17% 83
2024
Q4 		$4.48M Sell
34,185
-7,484
-18% -$1.05M 0.13% 99
2024
Q3 		$6.49M Buy
41,669
+8,551
+26% +$1.38M 0.2% 62
2024
Q2 		$5.17M Buy
33,118
+3,739
+13% +$563K 0.17% 71
2024
Q1 		$3.98M Buy
29,379
+9,855
+50% +$1.3M 0.14% 99
2023
Q4 		$2.63M Buy
19,524
+1,137
+6% +$148K 0.1% 124
2023
Q3 		$2.49M Buy
18,387
+279
+2% +$38.1K 0.11% 109
2023
Q2 		$2.59M Buy
18,108
+1,554
+9% +$229K 0.12% 107
2023
Q1 		$2.3M Sell
16,554
-1,007
-6% -$135K 0.11% 109
2022
Q4 		$2.38M Sell
17,561
-6,684
-28% -$838K 0.13% 110
2022
Q3 		$2.66M Buy
24,245
+10,167
+72% +$1.29M 0.14% 98
2022
Q2 		$1.86M Buy
14,078
+1,472
+12% +$193K 0.12% 102
2022
Q1 		$1.67M Buy
12,606
+3,910
+45% +$469K 0.11% 111
2021
Q4 		$1.01M Buy
8,696
+351
+4% +$41.3K 0.06% 166
2021
Q3 		$1M Buy
8,345
+1,504
+22% +$175K 0.07% 140
2021
Q2 		$820K Buy
6,841
+1,470
+27% +$161K 0.06% 178
2021
Q1 		$534K Buy
5,371
+1,748
+48% +$176K 0.04% 194
2020
Q4 		$362K Sell
3,623
-1,802
-33% -$191K 0.03% 218
2020
Q3 		$595K Buy
5,425
+727
+15% +$80.9K 0.07% 116
2020
Q2 		$497K Buy
4,698
+2,320
+98% +$240K 0.06% 115
2020
Q1 		$212K Buy
+2,378
New +$224K 0.03% 141

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

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

Ritholtz Wealth Management reduced its AstraZeneca (AZN) stake by 17% in Q2 2026, selling an estimated $1.36M and leaving 34,429 shares worth $6.53M. The position accounts for 0.1% of the portfolio, ranked #126.

Ritholtz Wealth Management first reported a position in AZN in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.22M in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Ritholtz Wealth Management held 34,429 shares of AstraZeneca worth $6.53M as of Q2 2026.
  • Ritholtz Wealth Management sold 7,227 AstraZeneca shares in Q2 2026, an estimated $1.36M.
  • AstraZeneca made up 0.1% of Ritholtz Wealth Management's portfolio in Q2 2026, its #126 holding.
  • Ritholtz Wealth Management first reported a position in AstraZeneca in Q1 2020 and has held it in 26 quarters since.
  • Ritholtz Wealth Management's AstraZeneca position peaked at $8.22M in Q1 2026.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.