NW
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NewEdge Wealth’s AstraZeneca AZN Stock Holding History

NewEdge 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 		$5.66M Buy
28,697
+640
+2% +$123K 0.07% 196
2025
Q4 		$5.16M Buy
28,057
+3,826
+16% +$671K 0.06% 227
2025
Q3 		$3.93M Buy
24,231
+1,412
+6% +$214K 0.06% 248
2025
Q2 		$3.4M Buy
22,819
+3,510
+18% +$492K 0.05% 272
2025
Q1 		$2.84M Buy
19,309
+714
+4% +$103K 0.05% 280
2024
Q4 		$2.44M Buy
18,595
+2,898
+18% +$406K 0.04% 308
2024
Q3 		$2.45M Buy
15,697
+1,016
+7% +$164K 0.04% 314
2024
Q2 		$2.29M Buy
14,681
+93
+0.6% +$14K 0.05% 304
2024
Q1 		$2.21M Sell
14,588
-1,194
-8% -$158K 0.05% 312
2023
Q4 		$2.13M Buy
15,782
+1,265
+9% +$164K 0.05% 288
2023
Q3 		$1.97M Buy
14,517
+1,387
+11% +$189K 0.06% 260
2023
Q2 		$1.88M Sell
13,130
-1,378
-9% -$203K 0.06% 260
2023
Q1 		$2.01M Sell
14,508
-453
-3% -$60.9K 0.08% 222
2022
Q4 		$2.03M Buy
14,961
+725
+5% +$90.9K 0.09% 210
2022
Q3 		$1.56M Buy
14,236
+2,315
+19% +$294K 0.07% 222
2022
Q2 		$1.57M Buy
11,921
+8,665
+266% +$1.14M 0.07% 219
2022
Q1 		$432K Sell
3,256
-8,565
-72% -$1.03M 0.02% 322
2021
Q4 		$1.38M Sell
11,821
-14,018
-54% -$1.65M 0.06% 206
2021
Q3 		$3.1M Buy
25,839
+22,945
+793% +$2.67M 0.18% 106
2021
Q2 		$347K Buy
2,894
+448
+18% +$49.2K 0.03% 233
2021
Q1 		$243K Buy
+2,446
New +$246K 0.02% 272

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

NewEdge Wealth's AZN Position: Q1 2026 in Review

NewEdge Wealth increased its AstraZeneca (AZN) stake by 2.3% in Q1 2026, buying an estimated $123K and bringing the position to 28,697 shares worth $5.66M. The position accounts for 0.07% of the portfolio, ranked #196.

NewEdge Wealth first reported a position in AZN in Q1 2021 and has held it in 21 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • NewEdge Wealth held 28,697 shares of AstraZeneca worth $5.66M as of Q1 2026.
  • NewEdge Wealth bought 640 AstraZeneca shares in Q1 2026, an estimated $123K.
  • AstraZeneca made up 0.07% of NewEdge Wealth's portfolio in Q1 2026, its #196 holding.
  • NewEdge Wealth first reported a position in AstraZeneca in Q1 2021 and has held it in 21 quarters since.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.