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 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	$50.9K	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

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

Valley Wealth Managers's AZN Position: Q2 2026 in Review

Valley Wealth Managers held its AstraZeneca (AZN) position steady in Q2 2026 at 374 shares worth $70.9K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Valley Wealth Managers first reported a position in AZN in Q2 2022 and has held it in 17 quarters since. The position peaked at $75.4K in Q4 2025. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Valley Wealth Managers held 374 shares of AstraZeneca worth $70.9K as of Q2 2026.
Valley Wealth Managers left its AstraZeneca share count unchanged in Q2 2026.
AstraZeneca made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #210 holding.
Valley Wealth Managers first reported a position in AstraZeneca in Q2 2022 and has held it in 17 quarters since.
Valley Wealth Managers's AstraZeneca position peaked at $75.4K in Q4 2025.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.