Heritage Wealth Management (Ohio)’s AstraZeneca AZN Stock Holding History

Heritage Wealth Management (Ohio)’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	-4,415	Closed	-$812K	–	160
2025 Q4	$812K	Sell	4,415 -6	-0.1%	-$1.05K	0.23%	109
2025 Q3	$678K	Hold	4,421	–	–	0.2%	113
2025 Q2	$618K	Hold	4,421	–	–	0.2%	117
2025 Q1	$650K	Sell	4,421 -29	-0.7%	-$4.2K	0.22%	109
2024 Q4	$583K	Hold	4,450	–	–	0.19%	120
2024 Q3	$693K	Hold	4,450	–	–	0.23%	115
2024 Q2	$688K	Buy	+4,450	New	+$670K	0.23%	107

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 Management (Ohio)'s AZN Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 4,415 shares — an estimated $812K sold.

Heritage Wealth Management (Ohio) first reported a position in AZN in Q2 2024 and held it in 7 quarters. The position peaked at $812K in Q4 2025. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Heritage Wealth Management (Ohio) reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
Heritage Wealth Management (Ohio) sold 4,415 AstraZeneca shares in Q1 2026, an estimated $812K.
Heritage Wealth Management (Ohio) first reported a position in AstraZeneca in Q2 2024 and held it in 7 quarters.
Heritage Wealth Management (Ohio)'s AstraZeneca position peaked at $812K in Q4 2025.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.