FSM Wealth Advisors’s AstraZeneca AZN Stock Holding History

FSM 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 Q2	$838K	Buy	4,421 +192	+5%	+$36.1K	0.09%	124
2026 Q1	$834K	Buy	4,229 +133	+3%	+$25.6K	0.11%	110
2025 Q4	$753K	Buy	4,096 +333	+9%	+$58.4K	0.1%	112
2025 Q3	$577K	Buy	3,763 +314	+9%	+$47.5K	0.08%	155
2025 Q2	$480K	Sell	3,449 -111	-3%	-$15.6K	0.08%	160
2025 Q1	$523K	Buy	3,560 +389	+12%	+$56.3K	0.12%	102
2024 Q4	$424K	Buy	3,171 +102	+3%	+$14.3K	0.1%	111
2024 Q3	$478K	Buy	3,069 +94	+3%	+$15.2K	0.13%	96
2024 Q2	$464K	Sell	2,975 -80	-3%	-$12K	0.16%	89
2024 Q1	$414K	Buy	3,055 +21	+0.7%	+$2.78K	0.15%	98
2023 Q4	$409K	Sell	3,034 -139	-4%	-$18.1K	0.17%	96
2023 Q3	$430K	Buy	3,173 +167	+6%	+$22.8K	0.22%	86
2023 Q2	$390K	Buy	3,006 +810	+37%	+$119K	0.2%	99
2023 Q1	$305K	Buy	2,196 +569	+35%	+$76.6K	0.18%	116
2022 Q4	$221K	Buy	+1,627	New	+$204K	0.16%	130

Other funds holding AZN

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return