FRG Family Wealth Advisors’s AstraZeneca AZN Stock Holding History

FRG Family 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	–	Sell	-2,279	Closed	-$419K	–	158
2025 Q4	$419K	Buy	2,279 +129	+6%	+$22.6K	0.07%	118
2025 Q3	$330K	Hold	2,150	–	–	0.05%	130
2025 Q2	$300K	Hold	2,150	–	–	0.05%	133
2025 Q1	$316K	Sell	2,150 -375	-15%	-$54.3K	0.06%	125
2024 Q4	$331K	Hold	2,525	–	–	0.06%	121
2024 Q3	$393K	Hold	2,525	–	–	0.07%	116
2024 Q2	$400K	Hold	2,525	–	–	0.08%	110
2024 Q1	$383K	Hold	2,525	–	–	0.08%	110
2023 Q4	$340K	Hold	2,525	–	–	0.07%	115
2023 Q3	$342K	Sell	2,525 -56	-2%	-$7.65K	0.08%	114
2023 Q2	$369K	Buy	2,581 +56	+2%	+$8.24K	0.08%	108
2023 Q1	$351K	Hold	2,525	–	–	0.08%	118
2022 Q4	$342K	Hold	2,525	–	–	0.08%	118
2022 Q3	$277K	Hold	2,525	–	–	0.07%	121
2022 Q2	$334K	Hold	2,525	–	–	0.08%	114
2022 Q1	$335K	Hold	2,525	–	–	0.07%	120
2021 Q4	$294K	Hold	2,525	–	–	0.05%	127
2021 Q3	$303K	Hold	2,525	–	–	0.06%	117
2021 Q2	$302K	Hold	2,525	–	–	0.06%	120
2021 Q1	$251K	Hold	2,525	–	–	0.05%	121
2020 Q4	$252K	Buy	2,525 +375	+17%	+$39.7K	0.05%	120
2020 Q3	$236K	Hold	2,150	–	–	0.06%	117
2020 Q2	$227K	Buy	+2,150	New	+$222K	0.06%	114
2020 Q1	–	Sell	-2,150	Closed	-$214K	–	113
2019 Q4	$214K	Buy	+2,150	New	+$202K	0.05%	116

Other funds holding AZN

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VAM

Vanguard Asset Management London, Ec4n 8af $117B AUM

FRG Family Wealth Advisors's AZN Position: Q1 2026 in Review

FRG Family Wealth Advisors sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 2,279 shares — an estimated $419K sold.

FRG Family Wealth Advisors first reported a position in AZN in Q4 2019 and held it in 24 quarters. The position peaked at $419K in Q4 2025. 1,378 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

FRG Family Wealth Advisors reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
FRG Family Wealth Advisors sold 2,279 AstraZeneca shares in Q1 2026, an estimated $419K.
FRG Family Wealth Advisors first reported a position in AstraZeneca in Q4 2019 and held it in 24 quarters.
FRG Family Wealth Advisors's AstraZeneca position peaked at $419K in Q4 2025.
1,378 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.