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Consultiva Wealth Management’s AstraZeneca AZN Stock Holding History

Consultiva 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 		$11.2K Sell
57
-1
-2% -$193 0.03% 201
2025
Q4 		$10.7K Hold
58
– – 0.03% 198
2025
Q3 		$8.9K Hold
58
– – 0.03% 207
2025
Q2 		$8.11K Hold
58
– – 0.03% 222
2025
Q1 		$8.53K Buy
+58
New +$8.39K 0.03% 224

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

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

Consultiva Wealth Management reduced its AstraZeneca (AZN) stake by 1.7% in Q1 2026, selling an estimated $193 and leaving 57 shares worth $11.2K. The position accounts for 0.03% of the portfolio, ranked #201.

Consultiva Wealth Management first reported a position in AZN in Q1 2025 and has held it in 5 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Consultiva Wealth Management held 57 shares of AstraZeneca worth $11.2K as of Q1 2026.
  • Consultiva Wealth Management sold 1 AstraZeneca share in Q1 2026, an estimated $193.
  • AstraZeneca made up 0.03% of Consultiva Wealth Management's portfolio in Q1 2026, its #201 holding.
  • Consultiva Wealth Management first reported a position in AstraZeneca in Q1 2025 and has held it in 5 quarters since.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

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