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Flagship Wealth Advisors’s AstraZeneca AZN Stock Holding History

Flagship Wealth Advisors’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 		$144K Buy
2,063
+1,020
+98% +$197K 0.06% 125
2025
Q4 		$192K Hold
1,043
– – 0.06% 128
2025
Q3 		$160K Buy
1,043
+11
+1% +$1.67K 0.05% 134
2025
Q2 		$144K Buy
1,032
+219
+27% +$30.7K 0.05% 135
2025
Q1 		$119K Hold
813
– – 0.05% 139
2024
Q4 		$106K Buy
+813
New +$114K 0.06% 131

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

Flagship Wealth Advisors's AZN Position: Q1 2026 in Review

Flagship Wealth Advisors increased its AstraZeneca (AZN) stake by 98% in Q1 2026, buying an estimated $197K and bringing the position to 2,063 shares worth $144K. The position accounts for 0.06% of the portfolio, ranked #125.

Flagship Wealth Advisors first reported a position in AZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $192K in Q4 2025. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Flagship Wealth Advisors held 2,063 shares of AstraZeneca worth $144K as of Q1 2026.
  • Flagship Wealth Advisors bought 1,020 AstraZeneca shares in Q1 2026, an estimated $197K.
  • AstraZeneca made up 0.06% of Flagship Wealth Advisors's portfolio in Q1 2026, its #125 holding.
  • Flagship Wealth Advisors first reported a position in AstraZeneca in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's AstraZeneca position peaked at $192K in Q4 2025.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.