EFS
AZN icon

Essex Financial Services’s AstraZeneca AZN Stock Holding History

Essex Financial Services’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 		$1M Buy
5,122
+121
+2% +$23.3K 0.06% 289
2025
Q4 		$919K Sell
5,001
-356
-7% -$62.4K 0.05% 304
2025
Q3 		$822K Buy
5,357
+6
+0.1% +$908 0.05% 316
2025
Q2 		$748K Sell
5,351
-82
-2% -$11.5K 0.05% 325
2025
Q1 		$799K Sell
5,433
-28
-0.5% -$4.05K 0.06% 283
2024
Q4 		$716K Buy
5,461
+47
+0.9% +$6.58K 0.05% 305
2024
Q3 		$837K Sell
5,414
-10
-0.2% -$1.61K 0.06% 279
2024
Q2 		$888K Buy
5,424
+2,055
+61% +$309K 0.07% 262
2024
Q1 		$456K Buy
3,369
+202
+6% +$26.7K 0.04% 341
2023
Q4 		$427K Buy
3,167
+164
+5% +$21.3K 0.04% 329
2023
Q3 		$407K Sell
3,003
-162
-5% -$22.1K 0.05% 319
2023
Q2 		$453K Buy
3,165
+220
+7% +$32.4K 0.05% 301
2023
Q1 		$409K Buy
2,945
+745
+34% +$100K 0.04% 324
2022
Q4 		$298K Hold
2,200
– – 0.03% 364
2022
Q3 		$241K Buy
2,200
+84
+4% +$10.7K 0.03% 388
2022
Q2 		$280K Hold
2,116
– – 0.03% 369
2022
Q1 		$281K Buy
2,116
+7
+0.3% +$839 0.03% 397
2021
Q4 		$246K Hold
2,109
– – 0.02% 413
2021
Q3 		$253K Buy
+2,109
New +$246K 0.03% 385

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

Essex Financial Services's AZN Position: Q1 2026 in Review

Essex Financial Services increased its AstraZeneca (AZN) stake by 2.4% in Q1 2026, buying an estimated $23.3K and bringing the position to 5,122 shares worth $1M. The position accounts for 0.06% of the portfolio, ranked #289.

Essex Financial Services first reported a position in AZN in Q3 2021 and has held it in 19 quarters since. 1,378 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Essex Financial Services held 5,122 shares of AstraZeneca worth $1M as of Q1 2026.
  • Essex Financial Services bought 121 AstraZeneca shares in Q1 2026, an estimated $23.3K.
  • AstraZeneca made up 0.06% of Essex Financial Services's portfolio in Q1 2026, its #289 holding.
  • Essex Financial Services first reported a position in AstraZeneca in Q3 2021 and has held it in 19 quarters since.
  • 1,378 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.