Lugano Financial Advisors SA (LFA)’s AstraZeneca AZN Stock Holding History

Lugano Financial Advisors SA (LFA)’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	-950	Closed	-$175K	–	225
2025 Q4	$175K	Hold	950	–	–	0.09%	88
2025 Q3	$146K	Hold	950	–	–	0.08%	99
2025 Q2	$133K	Hold	950	–	–	0.08%	100
2025 Q1	$140K	Hold	950	–	–	0.09%	91
2024 Q4	$124K	Hold	950	–	–	0.08%	101
2024 Q3	$148K	Hold	950	–	–	0.1%	90
2024 Q2	$148K	Hold	950	–	–	0.11%	78
2024 Q1	$129K	Buy	950 +804	+551%	+$106K	0.09%	90
2023 Q4	$19.7K	Sell	146 -855	-85%	-$111K	0.02%	144
2023 Q3	$136K	Buy	1,001 +51	+5%	+$6.97K	0.12%	72
2023 Q2	$136K	Buy	+950	New	+$140K	0.09%	88

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

Lugano Financial Advisors SA (LFA)'s AZN Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 950 shares — an estimated $175K sold.

Lugano Financial Advisors SA (LFA) first reported a position in AZN in Q2 2023 and held it in 11 quarters. The position peaked at $175K in Q4 2025. 1,385 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Lugano Financial Advisors SA (LFA) reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 950 AstraZeneca shares in Q1 2026, an estimated $175K.
Lugano Financial Advisors SA (LFA) first reported a position in AstraZeneca in Q2 2023 and held it in 11 quarters.
Lugano Financial Advisors SA (LFA)'s AstraZeneca position peaked at $175K in Q4 2025.
1,385 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.