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Opal Wealth Advisors’s AstraZeneca AZN Stock Holding History

Opal Wealth 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 		$433K Sell
2,198
-35
-2% -$6.75K 0.1% 107
2025
Q4 		$410K Sell
2,233
-30
-1% -$5.26K 0.11% 115
2025
Q3 		$347K Sell
2,263
-84
-4% -$12.7K 0.1% 127
2025
Q2 		$328K Sell
2,347
-87
-4% -$12.2K 0.09% 123
2025
Q1 		$358K Buy
2,434
+592
+32% +$85.7K 0.11% 105
2024
Q4 		$241K Sell
1,842
-616
-25% -$86.2K 0.07% 159
2024
Q3 		$383K Buy
2,458
+1,207
+96% +$195K 0.12% 99
2024
Q2 		$195K Buy
+1,251
New +$188K 0.06% 185

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

Opal Wealth Advisors's AZN Position: Q1 2026 in Review

Opal Wealth Advisors reduced its AstraZeneca (AZN) stake by 1.6% in Q1 2026, selling an estimated $6.75K and leaving 2,198 shares worth $433K. The position accounts for 0.1% of the portfolio, ranked #107.

Opal Wealth Advisors first reported a position in AZN in Q2 2024 and has held it in 8 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Opal Wealth Advisors held 2,198 shares of AstraZeneca worth $433K as of Q1 2026.
  • Opal Wealth Advisors sold 35 AstraZeneca shares in Q1 2026, an estimated $6.75K.
  • AstraZeneca made up 0.1% of Opal Wealth Advisors's portfolio in Q1 2026, its #107 holding.
  • Opal Wealth Advisors first reported a position in AstraZeneca in Q2 2024 and has held it in 8 quarters since.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.