Sagespring Wealth Partners’s AstraZeneca AZN Stock Holding History

Sagespring Wealth Partners’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	$1.63M	Sell	8,616 -1,459	-14%	-$274K	0.03%	249
2026 Q1	$1.99M	Sell	10,075 -43	-0.4%	-$8.29K	0.04%	200
2025 Q4	$1.86M	Sell	10,118 -272	-3%	-$47.7K	0.03%	194
2025 Q3	$1.59M	Buy	10,390 +1,843	+22%	+$279K	0.03%	217
2025 Q2	$1.19M	Buy	8,547 +1,505	+21%	+$211K	0.03%	254
2025 Q1	$1.04M	Sell	7,042 -446	-6%	-$64.5K	0.03%	238
2024 Q4	$981K	Buy	+7,488	New	+$1.05M	0.03%	222

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

Sagespring Wealth Partners's AZN Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its AstraZeneca (AZN) stake by 14% in Q2 2026, selling an estimated $274K and leaving 8,616 shares worth $1.63M. The position accounts for 0.03% of the portfolio, ranked #249.

Sagespring Wealth Partners first reported a position in AZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.99M in Q1 2026. 1,504 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Sagespring Wealth Partners held 8,616 shares of AstraZeneca worth $1.63M as of Q2 2026.
Sagespring Wealth Partners sold 1,459 AstraZeneca shares in Q2 2026, an estimated $274K.
AstraZeneca made up 0.03% of Sagespring Wealth Partners's portfolio in Q2 2026, its #249 holding.
Sagespring Wealth Partners first reported a position in AstraZeneca in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's AstraZeneca position peaked at $1.99M in Q1 2026.
1,504 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.