Sageworth Trust’s AstraZeneca AZN Stock Holding History

Sageworth Trust’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	$921K	Buy	+4,858	New	+$914K	0.04%	67
2026 Q1	–	Sell	-1,376	Closed	-$253K	–	176
2025 Q4	$253K	Sell	1,376 -1,196	-47%	-$210K	0.01%	119
2025 Q3	$395K	Buy	+2,572	New	+$389K	0.02%	185
2023 Q2	–	Sell	-294	Closed	-$40.7K	–	115
2023 Q1	$40.7K	Buy	+294	New	+$39.6K	﹤0.01%	152
2019 Q2	–	Sell	-796	Closed	-$64K	–	181
2019 Q1	$64K	Buy	+796	New	+$62.7K	0.01%	65

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

Sageworth Trust's AZN Position: Q2 2026 in Review

Sageworth Trust opened a new position in AstraZeneca (AZN) in Q2 2026: 4,858 shares worth $921K. The stake represents 0.04% of the portfolio and ranks #67 among its holdings. This is a return to the name: Sageworth Trust previously reported a position in AZN as recently as Q4 2025.

Sageworth Trust first reported a position in AZN in Q1 2019 and has held it in 5 quarters since. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Sageworth Trust held 4,858 shares of AstraZeneca worth $921K as of Q2 2026.
AstraZeneca was a new Sageworth Trust position in Q2 2026.
AstraZeneca made up 0.04% of Sageworth Trust's portfolio in Q2 2026, its #67 holding.
Sageworth Trust first reported a position in AstraZeneca in Q1 2019 and has held it in 5 quarters since.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Sageworth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.