WCG Wealth Advisors’s AstraZeneca AZN Stock Holding History

WCG Wealth Advisors’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	–	Sell	-25,758	Closed	-$5.08M	–	557
2026 Q1	$5.08M	Buy	25,758 +7,816	+44%	+$1.51M	0.14%	151
2025 Q4	$3.3M	Buy	+17,942	New	+$3.15M	0.09%	199

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

WCG Wealth Advisors's AZN Position: Q2 2026 in Review

WCG Wealth Advisors sold out of AstraZeneca (AZN) in Q2 2026, closing a stake of 25,758 shares — an estimated $5.08M sold.

WCG Wealth Advisors first reported a position in AZN in Q4 2025 and held it in 2 quarters. The position peaked at $5.08M in Q1 2026. 1,507 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

WCG Wealth Advisors reported no remaining AstraZeneca position as of Q2 2026 after selling out during the quarter.
WCG Wealth Advisors sold 25,758 AstraZeneca shares in Q2 2026, an estimated $5.08M.
WCG Wealth Advisors first reported a position in AstraZeneca in Q4 2025 and held it in 2 quarters.
WCG Wealth Advisors's AstraZeneca position peaked at $5.08M in Q1 2026.
1,507 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.