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Tower Wealth Partners’s AstraZeneca AZN Stock Holding History

Tower Wealth Partners’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 		$204K Buy
+1,076
New +$202K 0.1% 97
2024
Q4 		– Sell
-1,432
Closed -$223K – 80
2024
Q3 		$223K Buy
+1,432
New +$231K 0.13% 67

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tower Wealth Partners's AZN Position: Q2 2026 in Review

Tower Wealth Partners opened a new position in AstraZeneca (AZN) in Q2 2026: 1,076 shares worth $204K. The stake represents 0.1% of the portfolio and ranks #97 among its holdings. This is a return to the name: Tower Wealth Partners previously reported a position in AZN as recently as Q3 2024.

Tower Wealth Partners first reported a position in AZN in Q3 2024 and has held it in 2 quarters since. The position peaked at $223K in Q3 2024. 1,503 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Tower Wealth Partners held 1,076 shares of AstraZeneca worth $204K as of Q2 2026.
  • AstraZeneca was a new Tower Wealth Partners position in Q2 2026.
  • AstraZeneca made up 0.1% of Tower Wealth Partners's portfolio in Q2 2026, its #97 holding.
  • Tower Wealth Partners first reported a position in AstraZeneca in Q3 2024 and has held it in 2 quarters since.
  • Tower Wealth Partners's AstraZeneca position peaked at $223K in Q3 2024.
  • 1,503 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Tower Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.