FDx Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $898K | Sell |
4,554
-252
| -5% | -$48.6K | 0.29% | 64 |
|
|
2025
Q4 | $884K | Buy |
4,806
+1,215
| +34% | +$213K | 0.45% | 38 |
|
|
2025
Q3 | $592K | Sell |
3,591
-178
| -5% | -$26.9K | 0.18% | 82 |
|
|
2025
Q2 | $527K | Sell |
3,769
-1,941
| -34% | -$272K | 0.16% | 90 |
|
|
2025
Q1 | $839K | Sell |
5,710
-361
| -6% | -$52.2K | 0.27% | 62 |
|
|
2024
Q4 | $795K | Buy |
6,071
+44
| +0.7% | +$6.16K | 0.23% | 72 |
|
|
2024
Q3 | $939K | Sell |
6,027
-254
| -4% | -$41K | 0.26% | 68 |
|
|
2024
Q2 | $980K | Sell |
6,281
-3,022
| -32% | -$455K | 0.27% | 67 |
|
|
2024
Q1 | $1.26M | Sell |
9,303
-3,834
| -29% | -$508K | 0.19% | 117 |
|
|
2023
Q4 | $1.77M | Sell |
13,137
-364
| -3% | -$47.3K | 0.14% | 161 |
|
|
2023
Q3 | $1.83M | Sell |
13,501
-2,114
| -14% | -$289K | 0.15% | 138 |
|
|
2023
Q2 | $2.23M | Buy |
15,615
+1,752
| +13% | +$258K | 0.12% | 174 |
|
|
2023
Q1 | $1.88M | Hold |
13,863
| – | – | 0.08% | 202 |
|
|
2022
Q4 | $1.88M | Sell |
13,863
-1,754
| -11% | -$220K | 0.08% | 202 |
|
|
2022
Q3 | $1.71M | Sell |
15,617
-1,113
| -7% | -$141K | 0.08% | 207 |
|
|
2022
Q2 | $2.21M | Buy |
+16,730
| New | +$2.2M | 0.08% | 199 |
|
|
2022
Q1 | – | Sell |
-25,730
| Closed | -$3M | – | 834 |
|
|
2021
Q4 | $3M | Sell |
25,730
-1,550
| -6% | -$182K | 0.08% | 181 |
|
|
2021
Q3 | $3.28M | Sell |
27,280
-70
| -0.3% | -$8.15K | 0.1% | 148 |
|
|
2021
Q2 | $3.28M | Buy |
27,350
+5,789
| +27% | +$635K | 0.11% | 141 |
|
|
2021
Q1 | $2.14M | Sell |
21,561
-6,145
| -22% | -$618K | 0.08% | 174 |
|
|
2020
Q4 | $2.77M | Sell |
27,706
-2,349
| -8% | -$249K | 0.11% | 140 |
|
|
2020
Q3 | $3.29M | Sell |
30,055
-2,458
| -8% | -$273K | 0.15% | 118 |
|
|
2020
Q2 | $3.44M | Buy |
32,513
+3,141
| +11% | +$324K | 0.18% | 111 |
|
|
2020
Q1 | $2.62M | Buy |
29,372
+8,442
| +40% | +$795K | 0.17% | 115 |
|
|
2019
Q4 | $2.09M | Sell |
20,930
-1,927
| -8% | -$181K | 0.12% | 145 |
|
|
2019
Q3 | $2.04M | Buy |
22,857
+489
| +2% | +$42.4K | 0.14% | 128 |
|
|
2019
Q2 | $1.85M | Buy |
22,368
+14,448
| +182% | +$1.13M | 0.07% | 205 |
|
|
2019
Q1 | $640K | Sell |
7,920
-3,194
| -29% | -$252K | 0.03% | 403 |
|
|
2018
Q4 | $844K | Sell |
11,114
-12,889
| -54% | -$1.01M | 0.07% | 206 |
|
|
2018
Q3 | $1.9M | Sell |
24,003
-16,709
| -41% | -$1.26M | 0.07% | 207 |
|
|
2018
Q2 | $2.86M | Sell |
40,712
-4,409
| -10% | -$317K | 0.1% | 160 |
|
|
2018
Q1 | $3.16M | Sell |
45,121
-33,040
| -42% | -$2.29M | 0.09% | 176 |
|
|
2017
Q4 | $5.42M | Buy |
78,161
+6,310
| +9% | +$426K | 0.15% | 112 |
|
|
2017
Q3 | $4.87M | Buy |
71,851
+12,919
| +22% | +$816K | 0.13% | 128 |
|
|
2017
Q2 | $4.02M | Buy |
58,932
+4,416
| +8% | +$288K | 0.12% | 149 |
|
|
2017
Q1 | $3.4M | Buy |
54,516
+19,235
| +55% | +$1.12M | 0.1% | 185 |
|
|
2016
Q4 | $1.93M | Buy |
35,281
+2,414
| +7% | +$137K | 0.06% | 292 |
|
|
2016
Q3 | $2.16M | Buy |
32,867
+24,342
| +286% | +$1.59M | 0.09% | 189 |
|
|
2016
Q2 | $515K | Buy |
8,525
+2,521
| +42% | +$146K | 0.02% | 586 |
|
|
2016
Q1 | $338K | Buy |
6,004
+628
| +12% | +$37.7K | 0.02% | 691 |
|
|
2015
Q4 | $365K | Buy |
+5,376
| New | +$352K | 0.02% | 656 |
|
|
2014
Q4 | – | Sell |
-2,862
| Closed | -$204K | – | 893 |
|
|
2014
Q3 | $204K | Sell |
2,862
-344
| -11% | -$25.2K | 0.01% | 903 |
|
|
2014
Q2 | $238K | Sell |
3,206
-6,571
| -67% | -$475K | 0.02% | 880 |
|
|
2014
Q1 | $634K | Buy |
9,777
+5,648
| +137% | +$365K | 0.05% | 369 |
|
|
2013
Q4 | $247K | Buy |
+4,129
| New | +$224K | 0.02% | 586 |
|
Other funds holding AZN
IA
VCM
VAM
FDx Advisors's AZN Position: Q1 2026 in Review
FDx Advisors reduced its AstraZeneca (AZN) stake by 5.2% in Q1 2026, selling an estimated $48.6K and leaving 4,554 shares worth $898K. The position accounts for 0.29% of the portfolio, ranked #64.
FDx Advisors first reported a position in AZN in Q4 2013 and has held it in 45 quarters since. The position peaked at $5.42M in Q4 2017. 1,379 funds tracked by Wall St. Rank hold AZN as of Q1 2026.
- FDx Advisors held 4,554 shares of AstraZeneca worth $898K as of Q1 2026.
- FDx Advisors sold 252 AstraZeneca shares in Q1 2026, an estimated $48.6K.
- AstraZeneca made up 0.29% of FDx Advisors's portfolio in Q1 2026, its #64 holding.
- FDx Advisors first reported a position in AstraZeneca in Q4 2013 and has held it in 45 quarters since.
- FDx Advisors's AstraZeneca position peaked at $5.42M in Q4 2017.
- 1,379 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.
Based on FDx Advisors's 13F filing for Q1 2026, filed 1 May 2026.