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Wealth Alliance’s AstraZeneca AZN Stock Holding History

Wealth Alliance’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 		$1.57M Sell
8,277
-478
-5% -$89.9K 0.13% 139
2026
Q1 		$1.73M Sell
8,755
-710
-8% -$137K 0.17% 117
2025
Q4 		$1.74M Sell
9,465
-54
-0.6% -$9.47K 0.17% 111
2025
Q3 		$1.46M Buy
9,519
+167
+2% +$25.3K 0.15% 131
2025
Q2 		$1.31M Buy
9,352
+185
+2% +$25.9K 0.15% 138
2025
Q1 		$1.35M Buy
9,167
+496
+6% +$71.8K 0.16% 124
2024
Q4 		$1.14M Sell
8,671
-99
-1% -$13.9K 0.14% 149
2024
Q3 		$1.37M Buy
8,770
+50
+0.6% +$8.07K 0.16% 123
2024
Q2 		$1.36M Buy
8,720
+487
+6% +$73.3K 0.18% 116
2024
Q1 		$1.12M Buy
8,233
+227
+3% +$30.1K 0.15% 146
2023
Q4 		$1.08M Buy
8,006
+1,150
+17% +$149K 0.15% 132
2023
Q3 		$929K Buy
6,856
+1,428
+26% +$195K 0.15% 142
2023
Q2 		$777K Sell
5,428
-314
-5% -$46.2K 0.12% 179
2023
Q1 		$797K Sell
5,742
-331
-5% -$44.5K 0.13% 174
2022
Q4 		$823K Sell
6,073
-1,467
-19% -$184K 0.15% 158
2022
Q3 		$827K Sell
7,540
-239
-3% -$30.3K 0.16% 140
2022
Q2 		$1.03M Sell
7,779
-2,017
-21% -$265K 0.2% 119
2022
Q1 		$1.3M Sell
9,796
-497
-5% -$59.6K 0.27% 82
2021
Q4 		$1.2M Buy
10,293
+10
+0.1% +$1.18K 0.24% 93
2021
Q3 		$1.24M Buy
10,283
+1,521
+17% +$177K 0.28% 78
2021
Q2 		$1.05M Buy
8,762
+1,131
+15% +$124K 0.25% 95
2021
Q1 		$759K Buy
7,631
+547
+8% +$55K 0.21% 122
2020
Q4 		$708K Buy
7,084
+303
+4% +$32.1K 0.21% 127
2020
Q3 		$743K Buy
6,781
+72
+1% +$8.01K 0.27% 89
2020
Q2 		$710K Buy
6,709
+2,445
+57% +$253K 0.28% 87
2020
Q1 		$381K Buy
+4,264
New +$401K 0.21% 132

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Alliance's AZN Position: Q2 2026 in Review

Wealth Alliance reduced its AstraZeneca (AZN) stake by 5.5% in Q2 2026, selling an estimated $89.9K and leaving 8,277 shares worth $1.57M. The position accounts for 0.13% of the portfolio, ranked #139.

Wealth Alliance first reported a position in AZN in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.74M in Q4 2025. 1,504 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Wealth Alliance held 8,277 shares of AstraZeneca worth $1.57M as of Q2 2026.
  • Wealth Alliance sold 478 AstraZeneca shares in Q2 2026, an estimated $89.9K.
  • AstraZeneca made up 0.13% of Wealth Alliance's portfolio in Q2 2026, its #139 holding.
  • Wealth Alliance first reported a position in AstraZeneca in Q1 2020 and has held it in 26 quarters since.
  • Wealth Alliance's AstraZeneca position peaked at $1.74M in Q4 2025.
  • 1,504 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.