Wealthspire Advisors (New York)’s AstraZeneca AZN Stock Holding History

Wealthspire Advisors (New York)’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	$1.25M	Buy	6,632 +2,767	+72%	+$520K	0.01%	514
2026 Q1	$762K	Sell	3,865 -1,565	-29%	-$302K	0.01%	464
2025 Q4	$998K	Sell	5,430 -7,556	-58%	-$1.33M	0.01%	427
2025 Q3	$1.99M	Sell	12,986 -10,249	-44%	-$1.55M	0.01%	279
2025 Q2	$3.25M	Buy	23,235 +268	+1%	+$37.6K	0.02%	210
2025 Q1	$3.38M	Buy	22,967 +21,178	+1,184%	+$3.06M	0.02%	193
2024 Q4	$234K	Sell	1,789 -621	-26%	-$86.9K	﹤0.01%	704
2024 Q3	$375K	Buy	2,410 +205	+9%	+$33.1K	﹤0.01%	566
2024 Q2	$344K	Sell	2,205 -263	-11%	-$39.6K	﹤0.01%	507
2024 Q1	$334K	Buy	2,468 +7	+0.3%	+$927	﹤0.01%	503
2023 Q4	$331K	Sell	2,461 -1,613	-40%	-$210K	﹤0.01%	500
2023 Q3	$552K	Buy	4,074 +553	+16%	+$75.5K	0.01%	374
2023 Q2	$504K	Buy	+3,521	New	+$518K	0.01%	365
2023 Q1	–	Sell	-3,449	Closed	-$468K	–	540
2022 Q4	$468K	Buy	+3,449	New	+$433K	0.01%	376
2021 Q2	–	Sell	-2,907	Closed	-$289K	–	392
2021 Q1	$289K	Buy	2,907 +356	+14%	+$35.8K	0.01%	563
2020 Q4	$255K	Buy	2,551 +413	+19%	+$43.7K	0.01%	488
2020 Q3	$234K	Buy	2,138 +86	+4%	+$9.56K	0.01%	272
2020 Q2	$217K	Sell	2,052 -7,813	-79%	-$807K	0.02%	253
2020 Q1	$881K	Buy	+9,865	New	+$929K	0.04%	216
2019 Q1	–	Sell	-522	Closed	-$40K	–	111
2018 Q4	$40K	Buy	+522	New	+$40.8K	﹤0.01%	215

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

Wealthspire Advisors (New York)'s AZN Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its AstraZeneca (AZN) stake by 72% in Q2 2026, buying an estimated $520K and bringing the position to 6,632 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #514.

Wealthspire Advisors (New York) first reported a position in AZN in Q4 2018 and has held it in 20 quarters since. The position peaked at $3.38M in Q1 2025. 1,507 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Wealthspire Advisors (New York) held 6,632 shares of AstraZeneca worth $1.25M as of Q2 2026.
Wealthspire Advisors (New York) bought 2,767 AstraZeneca shares in Q2 2026, an estimated $520K.
AstraZeneca made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #514 holding.
Wealthspire Advisors (New York) first reported a position in AstraZeneca in Q4 2018 and has held it in 20 quarters since.
Wealthspire Advisors (New York)'s AstraZeneca position peaked at $3.38M in Q1 2025.
1,507 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.