Journey Strategic Wealth’s AstraZeneca AZN Stock Holding History

Journey Strategic 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	$696K	Sell	3,531 -164	-4%	-$31.6K	0.02%	268
2025 Q4	$679K	Sell	3,695 -376	-9%	-$65.9K	0.02%	243
2025 Q3	$625K	Buy	4,071 +10	+0.2%	+$1.51K	0.02%	243
2025 Q2	$567K	Sell	4,061 -470	-10%	-$65.9K	0.02%	266
2025 Q1	$666K	Buy	4,531 +1,004	+28%	+$145K	0.02%	185
2024 Q4	$462K	Sell	3,527 -410	-10%	-$57.4K	0.02%	235
2024 Q3	$613K	Buy	3,937 +982	+33%	+$159K	0.02%	191
2024 Q2	$461K	Buy	2,955 +1,328	+82%	+$200K	0.02%	174
2024 Q1	$220K	Buy	+1,627	New	+$215K	0.01%	256

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

Journey Strategic Wealth's AZN Position: Q1 2026 in Review

Journey Strategic Wealth reduced its AstraZeneca (AZN) stake by 4.4% in Q1 2026, selling an estimated $31.6K and leaving 3,531 shares worth $696K. The position accounts for 0.02% of the portfolio, ranked #268.

Journey Strategic Wealth first reported a position in AZN in Q1 2024 and has held it in 9 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Journey Strategic Wealth held 3,531 shares of AstraZeneca worth $696K as of Q1 2026.
Journey Strategic Wealth sold 164 AstraZeneca shares in Q1 2026, an estimated $31.6K.
AstraZeneca made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #268 holding.
Journey Strategic Wealth first reported a position in AstraZeneca in Q1 2024 and has held it in 9 quarters since.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.