Facet Wealth Inc
AZN icon

Facet Wealth Inc’s AstraZeneca AZN Stock Holding History

Facet Wealth Inc’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
Q3 		$226K Sell
1,400
-227
-14% -$37.8K ﹤0.01% 420
2026
Q2 		$309K Buy
1,627
+211
+15% +$39.7K ﹤0.01% 299
2026
Q1 		$279K Buy
1,416
+203
+17% +$39.1K ﹤0.01% 272
2025
Q4 		$226K Buy
+1,213
New +$213K ﹤0.01% 270

Other funds holding AZN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
SEB Asset Management
SEB Asset Management Stockholm $27B AUM
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Facet Wealth Inc's AZN Position: Q3 2026 in Review

Facet Wealth Inc reduced its AstraZeneca (AZN) stake by 14% in Q3 2026, selling an estimated $37.8K and leaving 1,400 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Facet Wealth Inc first reported a position in AZN in Q4 2025 and has held it in 4 quarters since. The position peaked at $309K in Q2 2026. 918 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • Facet Wealth Inc held 1,400 shares of AstraZeneca worth $226K as of Q3 2026.
  • Facet Wealth Inc sold 227 AstraZeneca shares in Q3 2026, an estimated $37.8K.
  • AstraZeneca made up ﹤0.01% of Facet Wealth Inc's portfolio in Q3 2026, its #420 holding.
  • Facet Wealth Inc first reported a position in AstraZeneca in Q4 2025 and has held it in 4 quarters since.
  • Facet Wealth Inc's AstraZeneca position peaked at $309K in Q2 2026.
  • 918 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Facet Wealth Inc's 13F filing for Q3 2026, filed 4 Nov 2026.