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Wealth Management Associates’s AstraZeneca AZN Stock Holding History

Wealth Management Associates’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 		$338K Hold
1,780
– – 0.09% 182
2026
Q1 		$351K Buy
1,780
+142
+9% +$27.4K 0.12% 151
2025
Q4 		$301K Buy
+1,638
New +$287K 0.1% 177
2023
Q4 		– Sell
-1,482
Closed -$201K – 200
2023
Q3 		$201K Hold
1,482
– – 0.12% 179
2023
Q2 		$212K Hold
1,482
– – 0.12% 173
2023
Q1 		$206K Hold
1,482
– – 0.13% 179
2022
Q4 		$201K Buy
+1,482
New +$186K 0.13% 177

Other funds holding AZN

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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 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
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return

Wealth Management Associates's AZN Position: Q2 2026 in Review

Wealth Management Associates held its AstraZeneca (AZN) position steady in Q2 2026 at 1,780 shares worth $338K. The position accounts for 0.09% of the portfolio, ranked #182.

Wealth Management Associates first reported a position in AZN in Q4 2022 and has held it in 7 quarters since. The position peaked at $351K in Q1 2026. 301 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Wealth Management Associates held 1,780 shares of AstraZeneca worth $338K as of Q2 2026.
  • Wealth Management Associates left its AstraZeneca share count unchanged in Q2 2026.
  • AstraZeneca made up 0.09% of Wealth Management Associates's portfolio in Q2 2026, its #182 holding.
  • Wealth Management Associates first reported a position in AstraZeneca in Q4 2022 and has held it in 7 quarters since.
  • Wealth Management Associates's AstraZeneca position peaked at $351K in Q1 2026.
  • 301 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.