True Wealth Design’s AstraZeneca AZN Stock Holding History

True Wealth Design’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	$26K	Hold	137	–	–	0.01%	722
2026 Q1	$27K	Hold	137	–	–	0.01%	598
2025 Q4	$25.2K	Buy	137 +2	+1%	+$351	0.01%	525
2025 Q3	$20.6K	Buy	135 +73	+118%	+$11K	0.01%	601
2025 Q2	$8.6K	Buy	62 +2	+3%	+$280	﹤0.01%	631
2025 Q1	$8.75K	Buy	60 +1	+2%	+$145	﹤0.01%	514
2024 Q4	$7.73K	Buy	59 +7	+13%	+$980	﹤0.01%	463
2024 Q3	$8.1K	Buy	52 +2	+4%	+$323	﹤0.01%	458
2024 Q2	$7.8K	Buy	50 +17	+52%	+$2.56K	﹤0.01%	254
2024 Q1	$4.47K	Buy	33 +16	+94%	+$2.12K	﹤0.01%	284
2023 Q4	$2.29K	Buy	17 +1	+6%	+$130	﹤0.01%	301
2023 Q3	$2.1K	Hold	16	–	–	﹤0.01%	263
2023 Q2	$2.22K	Hold	16	–	–	﹤0.01%	270
2023 Q1	$2.15K	Hold	16	–	–	﹤0.01%	333
2022 Q4	$2.1K	Buy	+16	New	+$2.01K	﹤0.01%	295

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

True Wealth Design's AZN Position: Q2 2026 in Review

True Wealth Design held its AstraZeneca (AZN) position steady in Q2 2026 at 137 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #722.

True Wealth Design first reported a position in AZN in Q4 2022 and has held it in 15 quarters since. The position peaked at $27K in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

True Wealth Design held 137 shares of AstraZeneca worth $26K as of Q2 2026.
True Wealth Design left its AstraZeneca share count unchanged in Q2 2026.
AstraZeneca made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #722 holding.
True Wealth Design first reported a position in AstraZeneca in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's AstraZeneca position peaked at $27K in Q1 2026.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.