AWA
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Arete Wealth Advisors’s AstraZeneca AZN Stock Holding History

Arete Wealth 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 		– Sell
-3,953
Closed -$727K – 351
2025
Q4 		$727K Sell
3,953
-394
-9% -$69.1K 0.04% 350
2025
Q3 		$671K Buy
4,347
+363
+9% +$54.9K 0.04% 363
2025
Q2 		$557K Sell
3,984
-74
-2% -$10.4K 0.04% 379
2025
Q1 		$597K Sell
4,058
-179
-4% -$25.9K 0.05% 343
2024
Q4 		$555K Buy
4,237
+2,100
+98% +$294K 0.04% 383
2024
Q3 		$333K Sell
2,137
-3,673
-63% -$593K 0.03% 490
2024
Q2 		$906K Buy
5,810
+315
+6% +$47.4K 0.07% 258
2024
Q1 		$745K Sell
5,495
-58
-1% -$7.68K 0.07% 250
2023
Q4 		$748K Buy
5,553
+153
+3% +$19.9K 0.06% 311
2023
Q3 		$731K Buy
5,400
+149
+3% +$20.4K 0.13% 176
2023
Q2 		$752K Sell
5,251
-74
-1% -$10.9K 0.07% 274
2023
Q1 		$739K Sell
5,325
-786
-13% -$106K 0.06% 267
2022
Q4 		$829M Buy
6,111
+625
+11% +$78.4K 0.07% 234
2022
Q3 		$602K Buy
+5,486
New +$696K 0.06% 266
2022
Q2 		– Sell
-2,983
Closed -$396K – 459
2022
Q1 		$396K Sell
2,983
-101
-3% -$12.1K 0.03% 336
2021
Q4 		$359K Buy
+3,084
New +$363K 0.03% 349
2020
Q4 		– Sell
-3,057
Closed -$331K – 405
2020
Q3 		$331K Sell
3,057
-4,680
-60% -$521K 0.05% 276
2020
Q2 		$818K Buy
7,737
+4,972
+180% +$513K 0.14% 166
2020
Q1 		$247K Buy
2,765
+20
+0.7% +$1.88K 0.05% 276
2019
Q4 		$274K Sell
2,745
-40
-1% -$3.77K 0.05% 314
2019
Q3 		$248K Buy
+2,785
New +$241K 0.05% 330

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

Arete Wealth Advisors's AZN Position: Q1 2026 in Review

Arete Wealth Advisors sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 3,953 shares — an estimated $727K sold.

Arete Wealth Advisors first reported a position in AZN in Q3 2019 and held it in 21 quarters. The position peaked at $829M in Q4 2022. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Arete Wealth Advisors reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,953 AstraZeneca shares in Q1 2026, an estimated $727K.
  • Arete Wealth Advisors first reported a position in AstraZeneca in Q3 2019 and held it in 21 quarters.
  • Arete Wealth Advisors's AstraZeneca position peaked at $829M in Q4 2022.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.