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SHP Wealth Management’s AstraZeneca AZN Stock Holding History

SHP 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 		$76.2K Sell
402
-10
-2% -$1.88K 0.01% 456
2026
Q1 		$81.2K Sell
412
-129
-24% -$24.9K 0.01% 420
2025
Q4 		$99.5K Buy
+541
New +$94.9K 0.01% 353

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

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

SHP Wealth Management reduced its AstraZeneca (AZN) stake by 2.4% in Q2 2026, selling an estimated $1.88K and leaving 402 shares worth $76.2K. The position accounts for 0.01% of the portfolio, ranked #456.

SHP Wealth Management first reported a position in AZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $99.5K in Q4 2025. 1,507 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • SHP Wealth Management held 402 shares of AstraZeneca worth $76.2K as of Q2 2026.
  • SHP Wealth Management sold 10 AstraZeneca shares in Q2 2026, an estimated $1.88K.
  • AstraZeneca made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #456 holding.
  • SHP Wealth Management first reported a position in AstraZeneca in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's AstraZeneca position peaked at $99.5K in Q4 2025.
  • 1,507 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.