Talisman Wealth Advisors’s AstraZeneca AZN Stock Holding History

Talisman Wealth Advisors’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	–	Sell	-1,066	Closed	-$210K	–	112
2026 Q1	$210K	Sell	1,066 -243	-19%	-$46.9K	0.17%	95
2025 Q4	$241K	Sell	1,309 -161	-11%	-$28.2K	0.19%	99
2025 Q3	$226K	Buy	1,470 +2	+0.1%	+$303	0.19%	107
2025 Q2	$205K	Hold	1,468	–	–	0.19%	109
2025 Q1	$216K	Buy	+1,468	New	+$212K	0.22%	99
2024 Q4	–	Sell	-1,603	Closed	-$249K	–	103
2024 Q3	$249K	Sell	1,603 -6	-0.4%	-$969	0.26%	91
2024 Q2	$251K	Buy	1,609 +121	+8%	+$18.2K	0.29%	82
2024 Q1	$202K	Buy	+1,488	New	+$197K	0.25%	90
2023 Q3	–	Sell	-1,454	Closed	-$208K	–	82
2023 Q2	$208K	Sell	1,454 -7	-0.5%	-$1.03K	0.36%	83
2023 Q1	$203K	Buy	+1,461	New	+$197K	0.37%	82

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

Talisman Wealth Advisors's AZN Position: Q2 2026 in Review

Talisman Wealth Advisors sold out of AstraZeneca (AZN) in Q2 2026, closing a stake of 1,066 shares — an estimated $210K sold.

Talisman Wealth Advisors first reported a position in AZN in Q1 2023 and held it in 10 quarters. The position peaked at $251K in Q2 2024. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Talisman Wealth Advisors reported no remaining AstraZeneca position as of Q2 2026 after selling out during the quarter.
Talisman Wealth Advisors sold 1,066 AstraZeneca shares in Q2 2026, an estimated $210K.
Talisman Wealth Advisors first reported a position in AstraZeneca in Q1 2023 and held it in 10 quarters.
Talisman Wealth Advisors's AstraZeneca position peaked at $251K in Q2 2024.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.