AFA
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AA Financial Advisors’s AstraZeneca AZN Stock Holding History

AA Financial 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
Q1 		$645K Buy
3,268
+240
+8% +$46.3K 0.09% 131
2025
Q4 		$557K Sell
3,028
-1,387
-31% -$243K 0.1% 117
2025
Q3 		$677K Buy
4,415
+133
+3% +$20.1K 0.13% 97
2025
Q2 		$598K Buy
4,282
+765
+22% +$107K 0.13% 99
2025
Q1 		$517K Sell
3,517
-338
-9% -$48.9K 0.13% 100
2024
Q4 		$505K Hold
3,855
– – 0.13% 99
2024
Q3 		$601K Buy
3,855
+376
+11% +$60.7K 0.17% 90
2024
Q2 		$543K Sell
3,479
-9
-0.3% -$1.35K 0.19% 93
2024
Q1 		$473K Buy
+3,488
New +$462K 0.19% 96

Other funds holding AZN

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VAM
Vanguard Asset Management London, Ec4n 8af $117B AUM