Horizon Family Wealth’s AstraZeneca AZN Stock Holding History

Horizon Family Wealth’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	-2,115	Closed	-$389K	–	89
2025 Q4	$389K	Buy	2,115 +3	+0.1%	+$526	0.21%	65
2025 Q3	$324K	Buy	2,112 +13	+0.6%	+$1.97K	0.19%	66
2025 Q2	$293K	Hold	2,099	–	–	0.18%	70
2025 Q1	$308K	Buy	2,099 +370	+21%	+$53.5K	0.21%	58
2024 Q4	$226K	Buy	1,729 +74	+4%	+$10.4K	0.15%	76
2024 Q3	$258K	Buy	1,655 +34	+2%	+$5.49K	0.18%	71
2024 Q2	$253K	Hold	1,621	–	–	0.19%	69
2024 Q1	$220K	Buy	1,621 +50	+3%	+$6.62K	0.17%	73
2023 Q4	$212K	Buy	1,571 +29	+2%	+$3.77K	0.18%	67
2023 Q3	$209K	Buy	+1,542	New	+$211K	0.2%	64
2023 Q2	–	Sell	-1,479	Closed	-$205K	–	64
2023 Q1	$205K	Sell	1,479 -29	-2%	-$3.9K	0.22%	57
2022 Q4	$204K	Buy	+1,508	New	+$189K	0.24%	56

Other funds holding AZN

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Asset Management London, Ec4n 8af $148B AUM

Horizon Family Wealth's AZN Position: Q1 2026 in Review

Horizon Family Wealth sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 2,115 shares — an estimated $389K sold.

Horizon Family Wealth first reported a position in AZN in Q4 2022 and held it in 12 quarters. The position peaked at $389K in Q4 2025. 1,383 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Horizon Family Wealth reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
Horizon Family Wealth sold 2,115 AstraZeneca shares in Q1 2026, an estimated $389K.
Horizon Family Wealth first reported a position in AstraZeneca in Q4 2022 and held it in 12 quarters.
Horizon Family Wealth's AstraZeneca position peaked at $389K in Q4 2025.
1,383 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.