PCS
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Personal CFO Solutions’s AstraZeneca AZN Stock Holding History

Personal CFO Solutions’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 		$2.07M Buy
10,517
+444
+4% +$85.6K 0.29% 57
2025
Q4 		$1.85M Buy
10,073
+732
+8% +$128K 0.29% 56
2025
Q3 		$1.43M Buy
9,341
+1,088
+13% +$165K 0.25% 74
2025
Q2 		$1.15M Sell
8,253
-2,748
-25% -$385K 0.21% 92
2025
Q1 		$1.62M Buy
11,001
+352
+3% +$50.9K 0.33% 61
2024
Q4 		$1.4M Buy
10,649
+105
+1% +$14.7K 0.27% 68
2024
Q3 		$1.64M Buy
10,544
+21
+0.2% +$3.39K 0.23% 81
2024
Q2 		$1.64M Buy
10,523
+2,906
+38% +$437K 0.25% 74
2024
Q1 		$1.03M Buy
7,617
+474
+7% +$62.8K 0.16% 121
2023
Q4 		$962K Sell
7,143
-170
-2% -$22.1K 0.17% 124
2023
Q3 		$990K Sell
7,313
-909
-11% -$124K 0.2% 102
2023
Q2 		$1.18M Sell
8,222
-193
-2% -$28.4K 0.24% 83
2023
Q1 		$1.17M Buy
8,415
+712
+9% +$95.8K 0.24% 80
2022
Q4 		$1.04M Sell
7,703
-597
-7% -$74.9K 0.22% 85
2022
Q3 		$910K Buy
+8,300
New +$1.05M 0.23% 80
2021
Q1 		– Sell
-2,301
Closed -$230K – 409
2020
Q4 		$230K Buy
2,301
+71
+3% +$7.52K 0.06% 318
2020
Q3 		$0 Buy
2,230
+74
+3% +$8.23K ﹤0.01% 150
2020
Q2 		$228K Buy
+2,156
New +$223K 0.07% 258

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

Personal CFO Solutions's AZN Position: Q1 2026 in Review

Personal CFO Solutions increased its AstraZeneca (AZN) stake by 4.4% in Q1 2026, buying an estimated $85.6K and bringing the position to 10,517 shares worth $2.07M. The position accounts for 0.29% of the portfolio, ranked #57.

Personal CFO Solutions first reported a position in AZN in Q2 2020 and has held it in 18 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Personal CFO Solutions held 10,517 shares of AstraZeneca worth $2.07M as of Q1 2026.
  • Personal CFO Solutions bought 444 AstraZeneca shares in Q1 2026, an estimated $85.6K.
  • AstraZeneca made up 0.29% of Personal CFO Solutions's portfolio in Q1 2026, its #57 holding.
  • Personal CFO Solutions first reported a position in AstraZeneca in Q2 2020 and has held it in 18 quarters since.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.