Heritage Wealth Advisors’s AstraZeneca AZN Stock Holding History

Heritage 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	$37.6K	Buy	193 +143	+286%	+$27.6K	﹤0.01%	366
2025 Q4	$9.1K	Hold	50	–	–	﹤0.01%	462
2025 Q3	$7.59K	Hold	50	–	–	﹤0.01%	446
2025 Q2	$6.92K	Buy	+50	New	+$7.01K	﹤0.01%	442
2020 Q1	–	Sell	-600	Closed	-$59.8K	–	453
2019 Q4	$59.8K	Buy	600 +59	+11%	+$5.55K	0.01%	287
2019 Q3	$48K	Hold	541	–	–	0.01%	282
2019 Q2	$44.6K	Sell	541 -16	-3%	-$1.25K	0.01%	266
2019 Q1	$45K	Buy	557 +541	+3,381%	+$42.6K	0.01%	238
2018 Q4	$1K	Hold	16	–	–	﹤0.01%	368
2018 Q3	$1K	Buy	+16	New	+$1.21K	﹤0.01%	366

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

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

Heritage Wealth Advisors increased its AstraZeneca (AZN) stake by 286% in Q1 2026, buying an estimated $27.6K and bringing the position to 193 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Heritage Wealth Advisors first reported a position in AZN in Q3 2018 and has held it in 10 quarters since. The position peaked at $59.8K in Q4 2019. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Heritage Wealth Advisors held 193 shares of AstraZeneca worth $37.6K as of Q1 2026.
Heritage Wealth Advisors bought 143 AstraZeneca shares in Q1 2026, an estimated $27.6K.
AstraZeneca made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #366 holding.
Heritage Wealth Advisors first reported a position in AstraZeneca in Q3 2018 and has held it in 10 quarters since.
Heritage Wealth Advisors's AstraZeneca position peaked at $59.8K in Q4 2019.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.