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Simplicity Wealth’s AstraZeneca AZN Stock Holding History

Simplicity Wealth’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 		$860K Buy
4,535
+861
+23% +$162K 0.03% 472
2026
Q1 		$725K Buy
3,674
+560
+18% +$108K 0.04% 364
2025
Q4 		$573K Sell
3,114
-603
-16% -$106K 0.03% 398
2025
Q3 		$570K Sell
3,717
-214
-5% -$32.4K 0.03% 410
2025
Q2 		$549K Buy
3,931
+167
+4% +$23.4K 0.02% 438
2025
Q1 		$553K Buy
3,764
+1,541
+69% +$223K 0.04% 328
2024
Q4 		$291K Sell
2,223
-872
-28% -$122K 0.06% 245
2024
Q3 		$482K Sell
3,095
-31,706
-91% -$5.12M 0.04% 301
2024
Q2 		$5.43M Buy
34,801
+2,947
+9% +$443K 0.12% 168
2024
Q1 		$4.32M Buy
+31,854
New +$4.22M 0.1% 202

Other funds holding AZN

EPGL
Evelyn Partners Group Ltd London $46.9B AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Simplicity Wealth's AZN Position: Q2 2026 in Review

Simplicity Wealth increased its AstraZeneca (AZN) stake by 23% in Q2 2026, buying an estimated $162K and bringing the position to 4,535 shares worth $860K. The position accounts for 0.03% of the portfolio, ranked #472.

Simplicity Wealth first reported a position in AZN in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.43M in Q2 2024. 1,001 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Simplicity Wealth held 4,535 shares of AstraZeneca worth $860K as of Q2 2026.
  • Simplicity Wealth bought 861 AstraZeneca shares in Q2 2026, an estimated $162K.
  • AstraZeneca made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #472 holding.
  • Simplicity Wealth first reported a position in AstraZeneca in Q1 2024 and has held it in 10 quarters since.
  • Simplicity Wealth's AstraZeneca position peaked at $5.43M in Q2 2024.
  • 1,001 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.