Triad Wealth Partners’s AstraZeneca AZN Stock Holding History

Triad 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	$337K	Buy	2,131 +173	+9%	+$32.5K	0.02%	416
2026 Q1	$386K	Sell	1,958 -188	-9%	-$36.3K	0.03%	337
2025 Q4	$395K	Buy	2,146 +343	+19%	+$60.2K	0.04%	316
2025 Q3	$277K	Buy	1,803 +94	+6%	+$14.2K	0.04%	307
2025 Q2	$239K	Buy	1,709 +325	+23%	+$45.5K	0.05%	252
2025 Q1	$203K	Buy	+1,384	New	+$200K	0.06%	209
2024 Q3	–	Sell	-1,164	Closed	-$181K	–	121
2024 Q2	$181K	Buy	+1,164	New	+$175K	0.1%	102

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

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

Triad Wealth Partners increased its AstraZeneca (AZN) stake by 8.8% in Q2 2026, buying an estimated $32.5K and bringing the position to 2,131 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #416.

Triad Wealth Partners first reported a position in AZN in Q2 2024 and has held it in 7 quarters since. The position peaked at $395K in Q4 2025. 1,504 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Triad Wealth Partners held 2,131 shares of AstraZeneca worth $337K as of Q2 2026.
Triad Wealth Partners bought 173 AstraZeneca shares in Q2 2026, an estimated $32.5K.
AstraZeneca made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #416 holding.
Triad Wealth Partners first reported a position in AstraZeneca in Q2 2024 and has held it in 7 quarters since.
Triad Wealth Partners's AstraZeneca position peaked at $395K in Q4 2025.
1,504 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.