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Defined Wealth Management’s AstraZeneca AZN Stock Holding History

Defined 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 		$255K Buy
1,292
+9
+0.7% +$1.74K 0.15% 99
2025
Q4 		$236K Buy
+1,283
New +$225K 0.14% 107

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

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

Defined Wealth Management increased its AstraZeneca (AZN) stake by 0.7% in Q1 2026, buying an estimated $1.74K and bringing the position to 1,292 shares worth $255K. The position accounts for 0.15% of the portfolio, ranked #99.

Defined Wealth Management first reported a position in AZN in Q4 2025 and has held it in 2 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Defined Wealth Management held 1,292 shares of AstraZeneca worth $255K as of Q1 2026.
  • Defined Wealth Management bought 9 AstraZeneca shares in Q1 2026, an estimated $1.74K.
  • AstraZeneca made up 0.15% of Defined Wealth Management's portfolio in Q1 2026, its #99 holding.
  • Defined Wealth Management first reported a position in AstraZeneca in Q4 2025 and has held it in 2 quarters since.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.