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GDS Wealth Management’s AstraZeneca AZN Stock Holding History

GDS Wealth 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 		– Sell
-2,394
Closed -$440K – 202
2025
Q4 		$440K Sell
2,394
-36
-1% -$6.31K 0.03% 133
2025
Q3 		$373K Sell
2,430
-28
-1% -$4.24K 0.02% 136
2025
Q2 		$344K Sell
2,458
-116
-5% -$16.3K 0.03% 135
2025
Q1 		$378K Buy
2,574
+87
+3% +$12.6K 0.03% 127
2024
Q4 		$326K Sell
2,487
-368
-13% -$51.5K 0.03% 135
2024
Q3 		$445K Sell
2,855
-224
-7% -$36.2K 0.04% 113
2024
Q2 		$480K Sell
3,079
-54
-2% -$8.13K 0.05% 85
2024
Q1 		$425K Sell
3,133
-49
-2% -$6.49K 0.05% 96
2023
Q4 		$429K Sell
3,182
-38
-1% -$4.94K 0.06% 94
2023
Q3 		$436K Sell
3,220
-397
-11% -$54.2K 0.07% 80
2023
Q2 		$518K Sell
3,617
-4
-0.1% -$589 0.08% 79
2023
Q1 		$503K Sell
3,621
-63
-2% -$8.48K 0.09% 72
2022
Q4 		$499K Sell
3,684
-22
-0.6% -$2.76K 0.1% 77
2022
Q3 		$406K Buy
3,706
+22
+0.6% +$2.79K 0.09% 78
2022
Q2 		$487K Sell
3,684
-1
-0% -$131 0.11% 74
2022
Q1 		$506K Sell
3,685
-781
-17% -$93.7K 0.11% 76
2021
Q4 		$520K Buy
+4,466
New +$525K 0.12% 75

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

GDS Wealth Management's AZN Position: Q1 2026 in Review

GDS Wealth Management sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 2,394 shares — an estimated $440K sold.

GDS Wealth Management first reported a position in AZN in Q4 2021 and held it in 17 quarters. The position peaked at $520K in Q4 2021. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • GDS Wealth Management reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
  • GDS Wealth Management sold 2,394 AstraZeneca shares in Q1 2026, an estimated $440K.
  • GDS Wealth Management first reported a position in AstraZeneca in Q4 2021 and held it in 17 quarters.
  • GDS Wealth Management's AstraZeneca position peaked at $520K in Q4 2021.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.