Thrive Wealth Management
AZN icon

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
Q3 		$356K Sell
2,204
-60
-3% -$10K 0.04% 165
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

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Thrive Wealth Management's AZN Position: Q3 2026 in Review

Thrive Wealth Management reduced its AstraZeneca (AZN) stake by 2.7% in Q3 2026, selling an estimated $10K and leaving 2,204 shares worth $356K. The position accounts for 0.04% of the portfolio, ranked #165.

Thrive Wealth Management first reported a position in AZN in Q2 2023 and has held it in 13 quarters since. The position peaked at $429K in Q2 2026. 345 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • Thrive Wealth Management held 2,204 shares of AstraZeneca worth $356K as of Q3 2026.
  • Thrive Wealth Management sold 60 AstraZeneca shares in Q3 2026, an estimated $10K.
  • AstraZeneca made up 0.04% of Thrive Wealth Management's portfolio in Q3 2026, its #165 holding.
  • Thrive Wealth Management first reported a position in AstraZeneca in Q2 2023 and has held it in 13 quarters since.
  • Thrive Wealth Management's AstraZeneca position peaked at $429K in Q2 2026.
  • 345 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.