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Wealth Dimensions Group’s AstraZeneca AZN Stock Holding History

Wealth Dimensions Group’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 		$380K Hold
2,002
– – 0.07% 126
2026
Q1 		$395K Sell
2,002
-288
-13% -$55.5K 0.08% 120
2025
Q4 		$421K Sell
2,290
-57
-2% -$10K 0.08% 112
2025
Q3 		$360K Buy
2,347
+3
+0.1% +$454 0.07% 122
2025
Q2 		$328K Sell
2,344
-87
-4% -$12.2K 0.07% 123
2025
Q1 		$357K Buy
2,431
+30
+1% +$4.34K 0.09% 115
2024
Q4 		$315K Sell
2,401
-297
-11% -$41.6K 0.08% 118
2024
Q3 		$420K Sell
2,698
-90
-3% -$14.5K 0.11% 99
2024
Q2 		$435K Sell
2,788
-19
-0.7% -$2.86K 0.12% 88
2024
Q1 		$380K Buy
2,807
+264
+10% +$35K 0.11% 96
2023
Q4 		$342K Buy
2,543
+63
+3% +$8.19K 0.11% 101
2023
Q3 		$336K Buy
2,480
+24
+1% +$3.28K 0.12% 99
2023
Q2 		$351K Sell
2,456
-3
-0.1% -$441 0.13% 99
2023
Q1 		$341K Sell
2,459
-6
-0.2% -$807 0.13% 100
2022
Q4 		$334K Buy
2,465
+171
+7% +$21.4K 0.14% 98
2022
Q3 		$252K Buy
2,294
+16
+0.7% +$2.03K 0.12% 101
2022
Q2 		$301K Buy
2,278
+42
+2% +$5.51K 0.14% 94
2022
Q1 		$297K Buy
2,236
+314
+16% +$37.7K 0.14% 105
2021
Q4 		$224K Buy
1,922
+13
+0.7% +$1.53K 0.11% 124
2021
Q3 		$229K Buy
1,909
+31
+2% +$3.61K 0.15% 116
2021
Q2 		$225K Buy
+1,878
New +$206K 0.15% 107

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 Dimensions Group's AZN Position: Q2 2026 in Review

Wealth Dimensions Group held its AstraZeneca (AZN) position steady in Q2 2026 at 2,002 shares worth $380K. The position accounts for 0.07% of the portfolio, ranked #126.

Wealth Dimensions Group first reported a position in AZN in Q2 2021 and has held it in 21 quarters since. The position peaked at $435K in Q2 2024. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Wealth Dimensions Group held 2,002 shares of AstraZeneca worth $380K as of Q2 2026.
  • Wealth Dimensions Group left its AstraZeneca share count unchanged in Q2 2026.
  • AstraZeneca made up 0.07% of Wealth Dimensions Group's portfolio in Q2 2026, its #126 holding.
  • Wealth Dimensions Group first reported a position in AstraZeneca in Q2 2021 and has held it in 21 quarters since.
  • Wealth Dimensions Group's AstraZeneca position peaked at $435K in Q2 2024.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.