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Rothwell Investment Advisors, LLC’s AstraZeneca AZN Stock Holding History

Rothwell Investment Advisors, LLC’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
Q3 		$118K Buy
+734
New +$122K 0.06% 254

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SEB Asset Management
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LBP AM
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Rothwell Investment Advisors, LLC's AZN Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in AstraZeneca (AZN) in Q3 2026: 734 shares worth $118K. The stake represents 0.06% of the portfolio and ranks #254 among its holdings.

782 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • Rothwell Investment Advisors, LLC held 734 shares of AstraZeneca worth $118K as of Q3 2026.
  • AstraZeneca was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • AstraZeneca made up 0.06% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #254 holding.
  • 782 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.