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 Q3	$168K	Sell	1,031 -45	-4%	-$7.5K	0.04%	162
2026 Q2	$201K	Sell	1,076 -987	-48%	-$186K	0.05%	151
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%	+$1.66K	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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

LBP AM Paris, France $11.2B AUM 34.48% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Flagship Wealth Advisors's AZN Position: Q3 2026 in Review

Flagship Wealth Advisors reduced its AstraZeneca (AZN) stake by 4.2% in Q3 2026, selling an estimated $7.5K and leaving 1,031 shares worth $168K. The position accounts for 0.04% of the portfolio, ranked #162.

Flagship Wealth Advisors first reported a position in AZN in Q4 2024 and has held it in 8 quarters since. The position peaked at $201K in Q2 2026. 782 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

Flagship Wealth Advisors held 1,031 shares of AstraZeneca worth $168K as of Q3 2026.
Flagship Wealth Advisors sold 45 AstraZeneca shares in Q3 2026, an estimated $7.5K.
AstraZeneca made up 0.04% of Flagship Wealth Advisors's portfolio in Q3 2026, its #162 holding.
Flagship Wealth Advisors first reported a position in AstraZeneca in Q4 2024 and has held it in 8 quarters since.
Flagship Wealth Advisors's AstraZeneca position peaked at $201K in Q2 2026.
782 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Flagship Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.