D.B. Root & Company’s AstraZeneca AZN Stock Holding History

D.B. Root & Company’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	-1,132	Closed	-$208K	–	193
2025 Q4	$208K	Buy	+1,132	New	+$199K	0.05%	186
2025 Q3	–	Sell	-2,151	Closed	-$301K	–	185
2025 Q2	$301K	Sell	2,151 -2,377	-52%	-$333K	0.09%	150
2025 Q1	$666K	Sell	4,528 -740	-14%	-$107K	0.21%	84
2024 Q4	$690K	Buy	5,268 +808	+18%	+$113K	0.22%	81
2024 Q3	$695K	Buy	4,460 +173	+4%	+$27.9K	0.23%	81
2024 Q2	$669K	Sell	4,287 -129	-3%	-$19.4K	0.23%	82
2024 Q1	$598K	Hold	4,416	–	–	0.2%	102
2023 Q4	$595K	Buy	+4,416	New	+$574K	0.22%	101

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

D.B. Root & Company's AZN Position: Q1 2026 in Review

D.B. Root & Company sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 1,132 shares — an estimated $208K sold.

D.B. Root & Company first reported a position in AZN in Q4 2023 and held it in 8 quarters. The position peaked at $695K in Q3 2024. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

D.B. Root & Company reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
D.B. Root & Company sold 1,132 AstraZeneca shares in Q1 2026, an estimated $208K.
D.B. Root & Company first reported a position in AstraZeneca in Q4 2023 and held it in 8 quarters.
D.B. Root & Company's AstraZeneca position peaked at $695K in Q3 2024.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.