SFG Wealth Management’s AstraZeneca AZN Stock Holding History

SFG 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	$390K	Hold	2,059	–	–	0.14%	94
2026 Q1	$406K	Sell	2,059 -1	-0%	-$193	0.17%	73
2025 Q4	$379K	Hold	2,060	–	–	0.15%	94
2025 Q3	$316K	Buy	2,060 +32	+2%	+$4.84K	0.14%	109
2025 Q2	$283K	Hold	2,028	–	–	0.17%	70
2025 Q1	$298K	Buy	+2,028	New	+$293K	0.15%	97
2024 Q4	–	Sell	-1,467	Closed	-$229K	–	101
2024 Q3	$229K	Hold	1,467	–	–	0.12%	86
2024 Q2	$229K	Buy	+1,467	New	+$221K	0.13%	82
2023 Q4	–	Sell	-1,585	Closed	-$215K	–	92
2023 Q3	$215K	Hold	1,585	–	–	0.17%	86
2023 Q2	$227K	Hold	1,585	–	–	0.19%	83
2023 Q1	$220K	Hold	1,585	–	–	0.24%	70
2022 Q4	$215K	Buy	+1,585	New	+$199K	0.27%	72
2022 Q3	–	Sell	-1,785	Closed	-$236K	–	79
2022 Q2	$236K	Hold	1,785	–	–	0.27%	66
2022 Q1	$237K	Hold	1,785	–	–	0.22%	75
2021 Q4	$208K	Buy	+1,785	New	+$210K	0.19%	94

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

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

SFG Wealth Management held its AstraZeneca (AZN) position steady in Q2 2026 at 2,059 shares worth $390K. The position accounts for 0.14% of the portfolio, ranked #94.

SFG Wealth Management first reported a position in AZN in Q4 2021 and has held it in 15 quarters since. The position peaked at $406K in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

SFG Wealth Management held 2,059 shares of AstraZeneca worth $390K as of Q2 2026.
SFG Wealth Management left its AstraZeneca share count unchanged in Q2 2026.
AstraZeneca made up 0.14% of SFG Wealth Management's portfolio in Q2 2026, its #94 holding.
SFG Wealth Management first reported a position in AstraZeneca in Q4 2021 and has held it in 15 quarters since.
SFG Wealth Management's AstraZeneca position peaked at $406K in Q1 2026.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.