Financial Gravity Asset Management’s AstraZeneca AZN Stock Holding History

Financial Gravity Asset 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	$3.27M	Sell	16,601 -56	-0.3%	-$10.8K	0.58%	44
2025 Q4	$3.06M	Sell	16,657 -7,222	-30%	-$1.27M	0.59%	42
2025 Q3	$3.66M	Buy	+23,879	New	+$3.61M	0.72%	37
2025 Q1	$1.96M	Buy	+13,318	New	+$1.93M	0.43%	62
2024 Q2	$2.05M	Buy	13,179 +1,855	+16%	+$279K	0.51%	50
2024 Q1	$1.53M	Sell	11,324 -7	-0.1%	-$927	0.43%	61
2023 Q4	$1.53M	Buy	+11,331	New	+$1.47M	0.43%	61
2021 Q3	$60K	Buy	12 +11	+1,100%	+$1.28K	0.03%	491
2021 Q2	$60K	Buy	+1	New	+$110	0.02%	506
2020 Q4	$0	Buy	+1	New	+$106	﹤0.01%	488
2019 Q4	$50K	Buy	24 +10	+71%	+$941	0.03%	646
2019 Q3	$1K	Sell	14 -15	-52%	-$1.3K	﹤0.01%	971
2019 Q2	$2K	Sell	29 -18	-38%	-$1.41K	﹤0.01%	866
2019 Q1	$4K	Buy	+47	New	+$3.71K	﹤0.01%	727
2018 Q3	$3K	Buy	39 +5	+15%	+$378	﹤0.01%	831
2018 Q2	$3K	Sell	34 -3	-8%	-$216	﹤0.01%	869
2018 Q1	$3K	Buy	+37	New	+$2.56K	﹤0.01%	828

Other funds holding AZN

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Asset Management London, Ec4n 8af $148B AUM

Financial Gravity Asset Management's AZN Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its AstraZeneca (AZN) stake by 0.34% in Q1 2026, selling an estimated $10.8K and leaving 16,601 shares worth $3.27M. The position accounts for 0.58% of the portfolio, ranked #44.

Financial Gravity Asset Management first reported a position in AZN in Q1 2018 and has held it in 17 quarters since. The position peaked at $3.66M in Q3 2025. 1,385 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Financial Gravity Asset Management held 16,601 shares of AstraZeneca worth $3.27M as of Q1 2026.
Financial Gravity Asset Management sold 56 AstraZeneca shares in Q1 2026, an estimated $10.8K.
AstraZeneca made up 0.58% of Financial Gravity Asset Management's portfolio in Q1 2026, its #44 holding.
Financial Gravity Asset Management first reported a position in AstraZeneca in Q1 2018 and has held it in 17 quarters since.
Financial Gravity Asset Management's AstraZeneca position peaked at $3.66M in Q3 2025.
1,385 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.