RWM
AZN icon

RMG Wealth Management’s AstraZeneca AZN Stock Holding History

RMG 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 		$13.8K Sell
87
-42
-33% -$7.9K ﹤0.01% 260
2026
Q1 		$23.5K Buy
+129
New +$24.9K ﹤0.01% 218
2025
Q4 		– Sell
-28
Closed -$4.7K – 418
2025
Q3 		$4.7K Hold
28
– – ﹤0.01% 255
2025
Q2 		$3.87K Buy
+28
New +$3.92K ﹤0.01% 265

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

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

RMG Wealth Management reduced its AstraZeneca (AZN) stake by 33% in Q2 2026, selling an estimated $7.9K and leaving 87 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

RMG Wealth Management first reported a position in AZN in Q2 2025 and has held it in 4 quarters since. The position peaked at $23.5K in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • RMG Wealth Management held 87 shares of AstraZeneca worth $13.8K as of Q2 2026.
  • RMG Wealth Management sold 42 AstraZeneca shares in Q2 2026, an estimated $7.9K.
  • AstraZeneca made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #260 holding.
  • RMG Wealth Management first reported a position in AstraZeneca in Q2 2025 and has held it in 4 quarters since.
  • RMG Wealth Management's AstraZeneca position peaked at $23.5K in Q1 2026.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

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