AWM
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AE Wealth Management’s AstraZeneca AZN Stock Holding History

AE Wealth 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
Q1 		$1.34M Sell
6,789
-1,309
-16% -$252K 0.01% 768
2025
Q4 		$1.49M Buy
8,098
+2,498
+45% +$438K 0.01% 697
2025
Q3 		$859K Buy
5,600
+195
+4% +$29.5K 0.01% 793
2025
Q2 		$755K Buy
5,405
+564
+12% +$79K 0.01% 795
2025
Q1 		$712K Buy
4,841
+143
+3% +$20.7K 0.01% 811
2024
Q4 		$616K Buy
4,698
+522
+13% +$73.1K 0.01% 840
2024
Q3 		$651K Buy
4,176
+346
+9% +$55.9K 0.01% 810
2024
Q2 		$597K Sell
3,830
-55
-1% -$8.28K 0.01% 835
2024
Q1 		$526K Sell
3,885
-11,050
-74% -$1.46M 0.01% 805
2023
Q4 		$2M Buy
14,935
+5,836
+64% +$759K 0.01% 906
2023
Q3 		$1.23M Sell
9,099
-498
-5% -$68K 0.01% 1013
2023
Q2 		$1.37M Buy
9,597
+1,214
+14% +$179K 0.01% 965
2023
Q1 		$1.16M Sell
8,383
-237
-3% -$31.9K 0.01% 986
2022
Q4 		$1.17M Buy
8,620
+132
+2% +$16.6K 0.01% 925
2022
Q3 		$931K Sell
8,488
-631
-7% -$80K 0.01% 971
2022
Q2 		$1.21M Buy
9,119
+1,092
+14% +$143K 0.01% 829
2022
Q1 		$1.06M Sell
8,027
-13,746
-63% -$1.65M 0.01% 902
2021
Q4 		$2.54M Buy
21,773
+480
+2% +$56.5K 0.02% 622
2021
Q3 		$2.56M Buy
21,293
+810
+4% +$94.3K 0.02% 570
2021
Q2 		$2.45M Sell
20,483
-12,016
-37% -$1.32M 0.02% 569
2021
Q1 		$3.23M Buy
32,499
+7,151
+28% +$719K 0.03% 430
2020
Q4 		$2.53M Buy
25,348
+8,133
+47% +$861K 0.03% 432
2020
Q3 		$1.89M Sell
17,215
-540
-3% -$60.1K 0.03% 441
2020
Q2 		$1.88M Buy
17,755
+1,769
+11% +$183K 0.03% 434
2020
Q1 		$1.43M Sell
15,986
-11,423
-42% -$1.08M 0.03% 392
2019
Q4 		$2.73M Buy
27,409
+5,191
+23% +$489K 0.06% 278
2019
Q3 		$1.98M Sell
22,218
-699
-3% -$60.6K 0.06% 275
2019
Q2 		$1.89M Buy
22,917
+12,527
+121% +$982K 0.06% 257
2019
Q1 		$840K Buy
10,390
+2,471
+31% +$195K 0.06% 232
2018
Q4 		$602K Sell
7,919
-6,369
-45% -$497K 0.1% 217
2018
Q3 		$1.13M Buy
14,288
+3,927
+38% +$297K 0.06% 201
2018
Q2 		$728K Buy
10,361
+996
+11% +$71.7K 0.05% 212
2018
Q1 		$655K Sell
9,365
-1,630
-15% -$113K 0.05% 222
2017
Q4 		$763K Buy
10,995
+6
+0.1% +$405 0.07% 195
2017
Q3 		$745K Sell
10,989
-335
-3% -$21.2K 0.07% 189
2017
Q2 		$772K Buy
11,324
+1,024
+10% +$66.9K 0.09% 182
2017
Q1 		$641K Buy
10,300
+5,510
+115% +$321K 0.12% 150
2016
Q4 		$262K Buy
+4,790
New +$272K 0.11% 160

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

AE Wealth Management's AZN Position: Q1 2026 in Review

AE Wealth Management reduced its AstraZeneca (AZN) stake by 16% in Q1 2026, selling an estimated $252K and leaving 6,789 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #768.

AE Wealth Management first reported a position in AZN in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.23M in Q1 2021. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • AE Wealth Management held 6,789 shares of AstraZeneca worth $1.34M as of Q1 2026.
  • AE Wealth Management sold 1,309 AstraZeneca shares in Q1 2026, an estimated $252K.
  • AstraZeneca made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #768 holding.
  • AE Wealth Management first reported a position in AstraZeneca in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's AstraZeneca position peaked at $3.23M in Q1 2021.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.