Zevin Asset Management’s AstraZeneca AZN Stock Holding History

Zevin Asset Management’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	$11.1M	Sell	58,678 -4,632	-7%	-$871K	1.56%	29
2026 Q1	$12.5M	Buy	+63,310	New	+$12.2M	1.73%	26
2025 Q4	–	Sell	-71,673	Closed	-$11M	–	99
2025 Q3	$11M	Sell	71,673 -3,997	-5%	-$605K	1.6%	26
2025 Q2	$10.6M	Buy	75,670 +1,577	+2%	+$221K	1.52%	29
2025 Q1	$10.9M	Sell	74,093 -2,345	-3%	-$339K	1.73%	27
2024 Q4	$10M	Buy	76,438 +9,388	+14%	+$1.31M	1.47%	31
2024 Q3	$10.4M	Sell	67,050 -378	-0.6%	-$61K	1.62%	27
2024 Q2	$10.5M	Buy	67,428 +648	+1%	+$97.5K	1.7%	26
2024 Q1	$9.05M	Buy	66,780 +1,897	+3%	+$251K	1.51%	28
2023 Q4	$8.74M	Buy	64,883 +1,608	+3%	+$209K	1.57%	26
2023 Q3	$8.57M	Buy	63,275 +1,787	+3%	+$244K	1.72%	25
2023 Q2	$8.8M	Buy	61,488 +191	+0.3%	+$28.1K	1.77%	26
2023 Q1	$8.51M	Buy	61,297 +8,953	+17%	+$1.2M	1.74%	26
2022 Q4	$7.1M	Buy	+52,344	New	+$6.56M	1.54%	30

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

Zevin Asset Management's AZN Position: Q2 2026 in Review

Zevin Asset Management reduced its AstraZeneca (AZN) stake by 7.3% in Q2 2026, selling an estimated $871K and leaving 58,678 shares worth $11.1M. The position accounts for 1.56% of the portfolio, ranked #29.

Zevin Asset Management first reported a position in AZN in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.5M in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Zevin Asset Management held 58,678 shares of AstraZeneca worth $11.1M as of Q2 2026.
Zevin Asset Management sold 4,632 AstraZeneca shares in Q2 2026, an estimated $871K.
AstraZeneca made up 1.56% of Zevin Asset Management's portfolio in Q2 2026, its #29 holding.
Zevin Asset Management first reported a position in AstraZeneca in Q4 2022 and has held it in 14 quarters since.
Zevin Asset Management's AstraZeneca position peaked at $12.5M in Q1 2026.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Zevin Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.