MA
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Mutual Advisors’s AstraZeneca AZN Stock Holding History

Mutual Advisors’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 		$1.13M Sell
5,724
-464
-7% -$89.5K 0.02% 548
2025
Q4 		$1.14M Sell
6,188
-62
-1% -$10.9K 0.02% 530
2025
Q3 		$1.04M Sell
6,250
-334
-5% -$50.6K 0.02% 557
2025
Q2 		$957K Buy
6,584
+1,356
+26% +$190K 0.02% 531
2025
Q1 		$727K Sell
5,228
-226
-4% -$32.7K 0.02% 567
2024
Q4 		$730K Sell
5,454
-337
-6% -$47.2K 0.02% 581
2024
Q3 		$879K Sell
5,791
-471
-8% -$76K 0.03% 526
2024
Q2 		$981K Buy
6,262
+588
+10% +$88.5K 0.03% 491
2024
Q1 		$769K Buy
5,674
+821
+17% +$109K 0.02% 566
2023
Q4 		$654K Sell
4,853
-109
-2% -$14.2K 0.02% 582
2023
Q3 		$672K Buy
4,962
+715
+17% +$97.7K 0.03% 524
2023
Q2 		$608K Buy
4,247
+140
+3% +$20.6K 0.02% 577
2023
Q1 		$570K Sell
4,107
-533
-11% -$71.7K 0.02% 583
2022
Q4 		$629K Sell
4,640
-1,734
-27% -$217K 0.03% 530
2022
Q3 		$699K Buy
6,374
+1,747
+38% +$222K 0.04% 473
2022
Q2 		$611K Sell
4,627
-134
-3% -$17.6K 0.04% 476
2022
Q1 		$632K Sell
4,761
-284
-6% -$34.1K 0.04% 507
2021
Q4 		$588K Buy
5,045
+2
+0% +$235 0.03% 531
2021
Q3 		$606K Buy
5,043
+921
+22% +$107K 0.04% 490
2021
Q2 		$494K Buy
4,122
+97
+2% +$10.6K 0.03% 524
2021
Q1 		$400K Sell
4,025
-637
-14% -$64K 0.03% 549
2020
Q4 		$466K Buy
4,662
+30
+0.6% +$3.18K 0.03% 477
2020
Q3 		$508K Sell
4,632
-33
-0.7% -$3.67K 0.04% 420
2020
Q2 		$493K Buy
4,665
+189
+4% +$19.5K 0.05% 390
2020
Q1 		$400K Sell
4,476
-160
-3% -$15.1K 0.05% 334
2019
Q4 		$462K Buy
+4,636
New +$436K 0.05% 357

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

Mutual Advisors's AZN Position: Q1 2026 in Review

Mutual Advisors reduced its AstraZeneca (AZN) stake by 7.5% in Q1 2026, selling an estimated $89.5K and leaving 5,724 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #548.

Mutual Advisors first reported a position in AZN in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.14M in Q4 2025. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Mutual Advisors held 5,724 shares of AstraZeneca worth $1.13M as of Q1 2026.
  • Mutual Advisors sold 464 AstraZeneca shares in Q1 2026, an estimated $89.5K.
  • AstraZeneca made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #548 holding.
  • Mutual Advisors first reported a position in AstraZeneca in Q4 2019 and has held it in 26 quarters since.
  • Mutual Advisors's AstraZeneca position peaked at $1.14M in Q4 2025.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.