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Thrive Wealth Management’s AstraZeneca AZN Stock Holding History

Thrive Wealth 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 		$429K Buy
+2,264
New +$426K 0.05% 151
2026
Q1 		– Sell
-2,247
Closed -$413K – 233
2025
Q4 		$413K Buy
2,247
+209
+10% +$36.7K 0.06% 146
2025
Q3 		$313K Buy
2,038
+14
+0.7% +$2.12K 0.05% 180
2025
Q2 		$283K Sell
2,024
-44
-2% -$6.17K 0.05% 181
2025
Q1 		$304K Buy
2,068
+151
+8% +$21.8K 0.06% 161
2024
Q4 		$251K Sell
1,917
-75
-4% -$10.5K 0.05% 169
2024
Q3 		$310K Buy
1,992
+11
+0.6% +$1.78K 0.06% 165
2024
Q2 		$309K Sell
1,981
-29
-1% -$4.36K 0.06% 157
2024
Q1 		$272K Buy
2,010
+96
+5% +$12.7K 0.06% 169
2023
Q4 		$258K Sell
1,914
-19
-1% -$2.47K 0.06% 157
2023
Q3 		$262K Buy
1,933
+24
+1% +$3.28K 0.07% 138
2023
Q2 		$273K Buy
+1,909
New +$281K 0.07% 142

Other funds holding AZN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Thrive Wealth Management's AZN Position: Q2 2026 in Review

Thrive Wealth Management opened a new position in AstraZeneca (AZN) in Q2 2026: 2,264 shares worth $429K. The stake represents 0.05% of the portfolio and ranks #151 among its holdings. This is a return to the name: Thrive Wealth Management previously reported a position in AZN as recently as Q4 2025.

Thrive Wealth Management first reported a position in AZN in Q2 2023 and has held it in 12 quarters since. 233 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Thrive Wealth Management held 2,264 shares of AstraZeneca worth $429K as of Q2 2026.
  • AstraZeneca was a new Thrive Wealth Management position in Q2 2026.
  • AstraZeneca made up 0.05% of Thrive Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Thrive Wealth Management first reported a position in AstraZeneca in Q2 2023 and has held it in 12 quarters since.
  • 233 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.