Silvercrest Asset Management’s AstraZeneca AZN Stock Holding History

Silvercrest Asset 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	$25.4M	Buy	134,020 +11,585	+9%	+$2.18M	0.17%	172
2026 Q1	$24.1M	Buy	122,435 +4,291	+4%	+$827K	0.17%	160
2025 Q4	$21.7M	Sell	118,144 -4,300	-4%	-$754K	0.15%	187
2025 Q3	$18.8M	Sell	122,444 -2,204	-2%	-$334K	0.12%	216
2025 Q2	$17.4M	Sell	124,648 -36,456	-23%	-$5.11M	0.12%	225
2025 Q1	$23.7M	Buy	161,104 +17,068	+12%	+$2.47M	0.17%	163
2024 Q4	$18.9M	Buy	144,036 +43,607	+43%	+$6.1M	0.13%	192
2024 Q3	$15.6M	Buy	100,429 +21,445	+27%	+$3.46M	0.11%	207
2024 Q2	$12.3M	Buy	78,984 +59,026	+296%	+$8.88M	0.08%	232
2024 Q1	$2.7M	Buy	19,958 +7,897	+65%	+$1.05M	0.02%	469
2023 Q4	$1.62M	Buy	+12,061	New	+$1.57M	0.01%	525
2023 Q1	–	Sell	-27,862	Closed	-$3.78M	–	795
2022 Q4	$3.78M	Buy	27,862 +1,739	+7%	+$218K	0.03%	386
2022 Q3	$2.87M	Sell	26,123 -6,624	-20%	-$840K	0.02%	407
2022 Q2	$4.33M	Buy	32,747 +45	+0.1%	+$5.9K	0.03%	365
2022 Q1	$4.34M	Buy	32,702 +23,499	+255%	+$2.82M	0.03%	394
2021 Q4	$1.07M	Buy	+9,203	New	+$1.08M	0.01%	568
2015 Q1	–	Sell	-3,896	Closed	-$274K	–	488
2014 Q4	$274K	Hold	3,896	–	–	﹤0.01%	418
2014 Q3	$278K	Hold	3,896	–	–	﹤0.01%	410
2014 Q2	$290K	Buy	3,896 +182	+5%	+$13.2K	﹤0.01%	411
2014 Q1	$241K	Hold	3,714	–	–	﹤0.01%	421
2013 Q4	$221K	Buy	+3,714	New	+$202K	﹤0.01%	434

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

Silvercrest Asset Management's AZN Position: Q2 2026 in Review

Silvercrest Asset Management increased its AstraZeneca (AZN) stake by 9.5% in Q2 2026, buying an estimated $2.18M and bringing the position to 134,020 shares worth $25.4M. The position accounts for 0.17% of the portfolio, ranked #172.

Silvercrest Asset Management first reported a position in AZN in Q4 2013 and has held it in 21 quarters since. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Silvercrest Asset Management held 134,020 shares of AstraZeneca worth $25.4M as of Q2 2026.
Silvercrest Asset Management bought 11,585 AstraZeneca shares in Q2 2026, an estimated $2.18M.
AstraZeneca made up 0.17% of Silvercrest Asset Management's portfolio in Q2 2026, its #172 holding.
Silvercrest Asset Management first reported a position in AstraZeneca in Q4 2013 and has held it in 21 quarters since.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.