Advisor OS’s AstraZeneca AZN Stock Holding History

Advisor OS’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	$339K	Buy	+1,718	New	+$331K	0.02%	401
2025 Q4	–	Sell	-1,481	Closed	-$227K	–	500
2025 Q3	$227K	Buy	+1,481	New	+$224K	0.02%	424
2025 Q2	–	Sell	-1,451	Closed	-$213K	–	460
2025 Q1	$213K	Buy	+1,451	New	+$210K	0.02%	396
2024 Q4	–	Sell	-2,630	Closed	-$410K	–	411
2024 Q3	$410K	Sell	2,630 -179	-6%	-$28.9K	0.04%	275
2024 Q2	$438K	Buy	2,809 +113	+4%	+$17K	0.05%	251
2024 Q1	$365K	Buy	2,696 +138	+5%	+$18.3K	0.04%	277
2023 Q4	$345K	Buy	2,558 +155	+6%	+$20.1K	0.04%	243
2023 Q3	$325K	Buy	2,403 +211	+10%	+$28.8K	0.05%	223
2023 Q2	$314K	Buy	2,192 +89	+4%	+$13.1K	0.05%	233
2023 Q1	$292K	Sell	2,103 -9	-0.4%	-$1.21K	0.07%	196
2022 Q4	$286K	Buy	2,112 +243	+13%	+$30.5K	0.08%	180
2022 Q3	$206K	Buy	+1,869	New	+$237K	0.06%	193

Other funds holding AZN

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VAM

Vanguard Asset Management London, Ec4n 8af $117B AUM

Advisor OS's AZN Position: Q1 2026 in Review

Advisor OS opened a new position in AstraZeneca (AZN) in Q1 2026: 1,718 shares worth $339K. The stake represents 0.02% of the portfolio and ranks #401 among its holdings. This is a return to the name: Advisor OS previously reported a position in AZN as recently as Q3 2025.

Advisor OS first reported a position in AZN in Q3 2022 and has held it in 12 quarters since. The position peaked at $438K in Q2 2024. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Advisor OS held 1,718 shares of AstraZeneca worth $339K as of Q1 2026.
AstraZeneca was a new Advisor OS position in Q1 2026.
AstraZeneca made up 0.02% of Advisor OS's portfolio in Q1 2026, its #401 holding.
Advisor OS first reported a position in AstraZeneca in Q3 2022 and has held it in 12 quarters since.
Advisor OS's AstraZeneca position peaked at $438K in Q2 2024.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.