Valley Wealth Managers’s AstraZeneca AZN Stock Holding History

Valley Wealth Managers’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	$60.4K	Hold	374	–	–	﹤0.01%	219
2026 Q2	$70.9K	Hold	374	–	–	﹤0.01%	210
2026 Q1	$73.8K	Sell	374 -36	-9%	-$6.94K	﹤0.01%	201
2025 Q4	$75.4K	Buy	410 +35	+9%	+$6.14K	﹤0.01%	201
2025 Q3	$57.5K	Hold	375	–	–	﹤0.01%	200
2025 Q2	$52.4K	Hold	375	–	–	﹤0.01%	197
2025 Q1	$55.1K	Hold	375	–	–	﹤0.01%	203
2024 Q4	$49.1K	Hold	375	–	–	﹤0.01%	213
2024 Q3	$58.4K	Hold	375	–	–	﹤0.01%	211
2024 Q2	$58.5K	Hold	375	–	–	﹤0.01%	214
2024 Q1	$50.8K	Hold	375	–	–	﹤0.01%	215
2023 Q4	$50.5K	Hold	375	–	–	﹤0.01%	215
2023 Q3	$50.8K	Hold	375	–	–	﹤0.01%	220
2023 Q2	$53.7K	Hold	375	–	–	﹤0.01%	204
2023 Q1	$52.1K	Hold	375	–	–	﹤0.01%	216
2022 Q4	$50.8K	Hold	375	–	–	﹤0.01%	225
2022 Q3	$41K	Hold	375	–	–	﹤0.01%	253
2022 Q2	$50K	Buy	+375	New	+$49.2K	﹤0.01%	248

Other funds holding AZN

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Valley Wealth Managers's AZN Position: Q3 2026 in Review

Valley Wealth Managers held its AstraZeneca (AZN) position steady in Q3 2026 at 374 shares worth $60.4K. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Valley Wealth Managers first reported a position in AZN in Q2 2022 and has held it in 18 quarters since. The position peaked at $75.4K in Q4 2025. 345 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

Valley Wealth Managers held 374 shares of AstraZeneca worth $60.4K as of Q3 2026.
Valley Wealth Managers left its AstraZeneca share count unchanged in Q3 2026.
AstraZeneca made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #219 holding.
Valley Wealth Managers first reported a position in AstraZeneca in Q2 2022 and has held it in 18 quarters since.
Valley Wealth Managers's AstraZeneca position peaked at $75.4K in Q4 2025.
345 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.