Wealth Enhancement Advisory Services
AZN icon

Wealth Enhancement Advisory Services’s AstraZeneca AZN Stock Holding History

Wealth Enhancement Advisory Services’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 		$16.1M Buy
+97,722
New +$18.4M 0.03% 505
2026
Q1 		– Sell
-166,319
Closed -$31.7M – 3591
2025
Q4 		$31.7M Sell
166,319
-168
-0.1% -$29.5K 0.04% 353
2025
Q3 		$28.6M Buy
166,487
+4,473
+3% +$677K 0.04% 355
2025
Q2 		$22.5M Buy
162,014
+6,214
+4% +$871K 0.04% 386
2025
Q1 		$22.9M Buy
155,800
+2,778
+2% +$402K 0.04% 359
2024
Q4 		$20.1M Buy
153,022
+57,151
+60% +$8M 0.04% 372
2024
Q3 		$14.9M Buy
95,871
+2,795
+3% +$451K 0.03% 417
2024
Q2 		$14.5M Buy
93,076
+2,275
+3% +$342K 0.03% 394
2024
Q1 		$12.3M Buy
90,801
+33,091
+57% +$4.38M 0.03% 414
2023
Q4 		$7.77M Buy
57,710
+24,737
+75% +$3.22M 0.02% 491
2023
Q3 		$4.47M Buy
+32,973
New +$4.5M 0.01% 611
2023
Q2 		– Sell
-1,785
Closed -$248K – 514
2023
Q1 		$248K Buy
+1,785
New +$240K ﹤0.01% 475

Other funds holding AZN

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Wealth Enhancement Advisory Services's AZN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in AstraZeneca (AZN) in Q2 2026: 97,722 shares worth $16.1M. The stake represents 0.03% of the portfolio and ranks #505 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in AZN as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in AZN in Q1 2023 and has held it in 12 quarters since. The position peaked at $31.7M in Q4 2025. 395 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 97,722 shares of AstraZeneca worth $16.1M as of Q2 2026.
  • AstraZeneca was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • AstraZeneca made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #505 holding.
  • Wealth Enhancement Advisory Services first reported a position in AstraZeneca in Q1 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's AstraZeneca position peaked at $31.7M in Q4 2025.
  • 395 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.