Alpha Family Trust’s AstraZeneca AZN Stock Holding History

Alpha Family Trust’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	$221K	Hold	1,120	–	–	0.11%	184
2025 Q4	$206K	Buy	+1,120	New	+$196K	0.09%	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

Alpha Family Trust's AZN Position: Q1 2026 in Review

Alpha Family Trust held its AstraZeneca (AZN) position steady in Q1 2026 at 1,120 shares worth $221K. The position accounts for 0.11% of the portfolio, ranked #184.

Alpha Family Trust first reported a position in AZN in Q4 2025 and has held it in 2 quarters since. 1,379 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Alpha Family Trust held 1,120 shares of AstraZeneca worth $221K as of Q1 2026.
Alpha Family Trust left its AstraZeneca share count unchanged in Q1 2026.
AstraZeneca made up 0.11% of Alpha Family Trust's portfolio in Q1 2026, its #184 holding.
Alpha Family Trust first reported a position in AstraZeneca in Q4 2025 and has held it in 2 quarters since.
1,379 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.