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Whipplewood Advisors’s AstraZeneca AZN Stock Holding History

Whipplewood Advisors’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 		$28.3K Sell
149
-806
-84% -$152K 0.02% 169
2026
Q1 		$188K Buy
955
+915
+2,288% +$176K 0.1% 130
2025
Q4 		$7.35K Buy
+40
New +$7.01K ﹤0.01% 288
2025
Q3 		– Sell
-1,792
Closed -$250K – 371
2025
Q2 		$250K Sell
1,792
-67
-4% -$9.39K 0.14% 148
2025
Q1 		$289K Sell
1,859
-95
-5% -$13.7K 0.17% 124
2024
Q4 		$256K Buy
+1,954
New +$274K 0.15% 138

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

Whipplewood Advisors's AZN Position: Q2 2026 in Review

Whipplewood Advisors reduced its AstraZeneca (AZN) stake by 84% in Q2 2026, selling an estimated $152K and leaving 149 shares worth $28.3K. The position accounts for 0.02% of the portfolio, ranked #169.

Whipplewood Advisors first reported a position in AZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $289K in Q1 2025. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Whipplewood Advisors held 149 shares of AstraZeneca worth $28.3K as of Q2 2026.
  • Whipplewood Advisors sold 806 AstraZeneca shares in Q2 2026, an estimated $152K.
  • AstraZeneca made up 0.02% of Whipplewood Advisors's portfolio in Q2 2026, its #169 holding.
  • Whipplewood Advisors first reported a position in AstraZeneca in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's AstraZeneca position peaked at $289K in Q1 2025.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.