Concurrent Investment Advisors’s AstraZeneca AZN Stock Holding History

Concurrent Investment 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	$4.61M	Sell	23,353 -1,767	-7%	-$341K	0.05%	374
2025 Q4	$4.62M	Buy	25,120 +5,871	+31%	+$1.03M	0.05%	351
2025 Q3	$2.95M	Buy	19,249 +1,028	+6%	+$156K	0.05%	357
2025 Q2	$2.55M	Buy	18,221 +2,164	+13%	+$303K	0.05%	369
2025 Q1	$2.36M	Buy	16,057 +7,594	+90%	+$1.1M	0.06%	336
2024 Q4	$1.11M	Buy	8,463 +2,120	+33%	+$297K	0.03%	462
2024 Q3	$988K	Buy	6,343 +1,799	+40%	+$290K	0.03%	465
2024 Q2	$709K	Buy	4,544 +2,795	+160%	+$421K	0.02%	510
2024 Q1	$237K	Buy	1,749 +262	+18%	+$34.7K	0.01%	745
2023 Q4	$200K	Buy	+1,487	New	+$193K	0.01%	774

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

Concurrent Investment Advisors's AZN Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its AstraZeneca (AZN) stake by 7% in Q1 2026, selling an estimated $341K and leaving 23,353 shares worth $4.61M. The position accounts for 0.05% of the portfolio, ranked #374.

Concurrent Investment Advisors first reported a position in AZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.62M in Q4 2025. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Concurrent Investment Advisors held 23,353 shares of AstraZeneca worth $4.61M as of Q1 2026.
Concurrent Investment Advisors sold 1,767 AstraZeneca shares in Q1 2026, an estimated $341K.
AstraZeneca made up 0.05% of Concurrent Investment Advisors's portfolio in Q1 2026, its #374 holding.
Concurrent Investment Advisors first reported a position in AstraZeneca in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's AstraZeneca position peaked at $4.62M in Q4 2025.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.