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Smallwood Wealth Investment Management’s AstraZeneca AZN Stock Holding History

Smallwood Wealth Investment 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 		$13.5K Hold
71
– – 0.01% 307
2026
Q1 		$14K Sell
71
-1
-1% -$193 0.01% 294
2025
Q4 		$13.1K Hold
72
– – 0.01% 290
2025
Q3 		$11K Sell
72
-3
-4% -$454 0.01% 313
2025
Q2 		$10.4K Sell
75
-67
-47% -$9.39K 0.01% 316
2025
Q1 		$20.8K Buy
+142
New +$20.5K 0.01% 254

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Smallwood Wealth Investment Management's AZN Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its AstraZeneca (AZN) position steady in Q2 2026 at 71 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #307.

Smallwood Wealth Investment Management first reported a position in AZN in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.8K in Q1 2025. 906 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Smallwood Wealth Investment Management held 71 shares of AstraZeneca worth $13.5K as of Q2 2026.
  • Smallwood Wealth Investment Management left its AstraZeneca share count unchanged in Q2 2026.
  • AstraZeneca made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #307 holding.
  • Smallwood Wealth Investment Management first reported a position in AstraZeneca in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's AstraZeneca position peaked at $20.8K in Q1 2025.
  • 906 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.