NEOS Investment Management’s AstraZeneca AZN Stock Holding History

NEOS Investment Management’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	-120,496	Closed	-$22.2M	–	587
2025 Q4	$22.2M	Buy	120,496 +27,930	+30%	+$4.9M	0.13%	135
2025 Q3	$14.2M	Buy	92,566 +40,950	+79%	+$6.2M	0.11%	162
2025 Q2	$7.21M	Buy	51,616 +22,727	+79%	+$3.19M	0.09%	195
2025 Q1	$4.25M	Buy	28,889 +9,083	+46%	+$1.31M	0.08%	219
2024 Q4	$2.6M	Buy	19,806 +3,271	+20%	+$458K	0.06%	260
2024 Q3	$2.58M	Buy	16,535 +2,694	+19%	+$435K	0.08%	228
2024 Q2	$2.16M	Buy	13,841 +4,195	+43%	+$631K	0.09%	205
2024 Q1	$1.31M	Buy	9,646 +89	+0.9%	+$11.8K	0.08%	219
2023 Q4	$1.29M	Sell	9,557 -630	-6%	-$81.9K	0.12%	159
2023 Q3	$1.38M	Buy	+10,187	New	+$1.39M	0.18%	121

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

NEOS Investment Management's AZN Position: Q1 2026 in Review

NEOS Investment Management sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 120,496 shares — an estimated $22.2M sold.

NEOS Investment Management first reported a position in AZN in Q3 2023 and held it in 10 quarters. The position peaked at $22.2M in Q4 2025. 1,386 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

NEOS Investment Management reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
NEOS Investment Management sold 120,496 AstraZeneca shares in Q1 2026, an estimated $22.2M.
NEOS Investment Management first reported a position in AstraZeneca in Q3 2023 and held it in 10 quarters.
NEOS Investment Management's AstraZeneca position peaked at $22.2M in Q4 2025.
1,386 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.