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Holistic Financial Partners’s AstraZeneca AZN Stock Holding History

Holistic Financial Partners’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 		$386K Sell
1,956
-145
-7% -$28K 0.14% 71
2025
Q4 		$386K Sell
2,101
-171
-8% -$30K 0.14% 74
2025
Q3 		$349K Buy
2,272
+188
+9% +$28.5K 0.14% 85
2025
Q2 		$291K Buy
2,084
+628
+43% +$88K 0.13% 92
2025
Q1 		$214K Buy
+1,456
New +$211K 0.1% 109
2024
Q4 		– Sell
-2,040
Closed -$318K – 125
2024
Q3 		$318K Sell
2,040
-876
-30% -$141K 0.15% 78
2024
Q2 		$455K Sell
2,916
-285
-9% -$42.9K 0.23% 53
2024
Q1 		$434K Buy
3,201
+117
+4% +$15.5K 0.22% 55
2023
Q4 		$415K Sell
3,084
-180
-6% -$23.4K 0.25% 52
2023
Q3 		$442K Buy
3,264
+220
+7% +$30K 0.29% 45
2023
Q2 		$436K Sell
3,044
-133
-4% -$19.6K 0.3% 44
2023
Q1 		$441K Buy
3,177
+572
+22% +$77K 0.35% 44
2022
Q4 		$353K Sell
2,605
-302
-10% -$37.9K 0.32% 53
2022
Q3 		$319K Buy
2,907
+901
+45% +$114K 0.32% 51
2022
Q2 		$265K Hold
2,006
– – 0.25% 65
2022
Q1 		$266K Buy
+2,006
New +$241K 0.17% 81

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

Holistic Financial Partners's AZN Position: Q1 2026 in Review

Holistic Financial Partners reduced its AstraZeneca (AZN) stake by 6.9% in Q1 2026, selling an estimated $28K and leaving 1,956 shares worth $386K. The position accounts for 0.14% of the portfolio, ranked #71.

Holistic Financial Partners first reported a position in AZN in Q1 2022 and has held it in 16 quarters since. The position peaked at $455K in Q2 2024. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Holistic Financial Partners held 1,956 shares of AstraZeneca worth $386K as of Q1 2026.
  • Holistic Financial Partners sold 145 AstraZeneca shares in Q1 2026, an estimated $28K.
  • AstraZeneca made up 0.14% of Holistic Financial Partners's portfolio in Q1 2026, its #71 holding.
  • Holistic Financial Partners first reported a position in AstraZeneca in Q1 2022 and has held it in 16 quarters since.
  • Holistic Financial Partners's AstraZeneca position peaked at $455K in Q2 2024.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.