SVB Wealth’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $532K | Sell |
2,806
-13
| -0.5% | -$2.44K | 0.03% | 264 |
|
|
2026
Q1 | $556K | Sell |
2,819
-302
| -10% | -$58.2K | 0.04% | 261 |
|
|
2025
Q4 | $574K | Sell |
3,121
-95
| -3% | -$16.7K | 0.03% | 263 |
|
|
2025
Q3 | $493K | Sell |
3,216
-444
| -12% | -$67.2K | 0.03% | 296 |
|
|
2025
Q2 | $511K | Sell |
3,660
-2,060
| -36% | -$289K | 0.03% | 294 |
|
|
2025
Q1 | $841K | Sell |
5,720
-266
| -4% | -$38.5K | 0.03% | 171 |
|
|
2024
Q4 | $784K | Buy |
+5,986
| New | +$838K | 0.01% | 363 |
|
|
2024
Q3 | – | Sell |
-6,722
| Closed | -$1.05M | – | 70 |
|
|
2024
Q2 | $1.05M | Buy |
6,722
+114
| +2% | +$17.2K | 0.03% | 309 |
|
|
2024
Q1 | $895K | Sell |
6,608
-3,901
| -37% | -$517K | 0.02% | 365 |
|
|
2023
Q4 | $1.42M | Buy |
10,509
+434
| +4% | +$56.4K | 0.03% | 288 |
|
|
2023
Q3 | $1.36M | Sell |
10,075
-666
| -6% | -$91K | 0.03% | 275 |
|
|
2023
Q2 | $1.54M | Sell |
10,741
-1,227
| -10% | -$181K | 0.03% | 276 |
|
|
2023
Q1 | $1.66M | Sell |
11,968
-505
| -4% | -$67.9K | 0.02% | 299 |
|
|
2022
Q4 | $1.69M | Buy |
12,473
+307
| +3% | +$38.5K | 0.02% | 297 |
|
|
2022
Q3 | $1.33M | Buy |
12,166
+2,141
| +21% | +$272K | 0.02% | 321 |
|
|
2022
Q2 | $1.32M | Buy |
10,025
+1,058
| +12% | +$139K | 0.02% | 276 |
|
|
2022
Q1 | $1.19M | Sell |
8,967
-7,115
| -44% | -$853K | 0.02% | 302 |
|
|
2021
Q4 | $1.87M | Buy |
16,082
+12,937
| +411% | +$1.52M | 0.03% | 231 |
|
|
2021
Q3 | $378K | Buy |
3,145
+51
| +2% | +$5.94K | ﹤0.01% | 692 |
|
|
2021
Q2 | $370K | Sell |
3,094
-4,471
| -59% | -$491K | ﹤0.01% | 672 |
|
|
2021
Q1 | $752K | Buy |
7,565
+2,762
| +58% | +$278K | 0.01% | 419 |
|
|
2020
Q4 | $480K | Buy |
4,803
+255
| +6% | +$27K | 0.01% | 488 |
|
|
2020
Q3 | $498K | Buy |
4,548
+634
| +16% | +$70.5K | 0.01% | 404 |
|
|
2020
Q2 | $414K | Buy |
3,914
+1,127
| +40% | +$116K | 0.01% | 397 |
|
|
2020
Q1 | $249K | Buy |
2,787
+474
| +20% | +$44.6K | 0.01% | 421 |
|
|
2019
Q4 | $231K | Buy |
+2,313
| New | +$218K | ﹤0.01% | 544 |
|
|
2017
Q2 | – | Sell |
-3,638
| Closed | -$227K | – | 481 |
|
|
2017
Q1 | $227K | Buy |
+3,638
| New | +$212K | 0.01% | 444 |
|
|
2015
Q4 | – | Sell |
-3,675
| Closed | -$234K | – | 540 |
|
|
2015
Q3 | $234K | Buy |
+3,675
| New | +$242K | 0.01% | 499 |
|
Other funds holding AZN
EP
IA
SVB Wealth's AZN Position: Q2 2026 in Review
SVB Wealth reduced its AstraZeneca (AZN) stake by 0.46% in Q2 2026, selling an estimated $2.44K and leaving 2,806 shares worth $532K. The position accounts for 0.03% of the portfolio, ranked #264.
SVB Wealth first reported a position in AZN in Q3 2015 and has held it in 28 quarters since. The position peaked at $1.87M in Q4 2021. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.
- SVB Wealth held 2,806 shares of AstraZeneca worth $532K as of Q2 2026.
- SVB Wealth sold 13 AstraZeneca shares in Q2 2026, an estimated $2.44K.
- AstraZeneca made up 0.03% of SVB Wealth's portfolio in Q2 2026, its #264 holding.
- SVB Wealth first reported a position in AstraZeneca in Q3 2015 and has held it in 28 quarters since.
- SVB Wealth's AstraZeneca position peaked at $1.87M in Q4 2021.
- 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.
Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.