Phoenix Financial
AZN icon

Phoenix Financial’s AstraZeneca AZN Stock Holding History

Phoenix Financial’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
Q3 		$2.89M Buy
23,453
+4,088
+21% +$681K 0.02% 167
2026
Q2 		$3.65M Sell
19,365
-120,033
-86% -$22.6M 0.02% 154
2026
Q1 		$27.5M Sell
139,398
-262,802
-65% -$50.7M 0.26% 57
2025
Q4 		$73.9M Sell
402,200
-130
-0% -$22.8K 0.8% 32
2025
Q3 		$61.7M Sell
402,330
-3,469
-0.9% -$525K 0.75% 35
2025
Q2 		$56.7M Sell
405,799
-172,204
-30% -$24.1M 0.75% 34
2025
Q1 		$85M Sell
578,003
-39,107
-6% -$5.66M 1.3% 28
2024
Q4 		$80.9M Buy
617,110
+581,328
+1,625% +$81.4M 1.1% 31
2024
Q3 		$5.59M Sell
35,782
-5,833
-14% -$942K 0.08% 129
2024
Q2 		$6.5M Sell
41,615
-5,291
-11% -$796K 0.1% 115
2024
Q1 		$6.35M Buy
46,906
+758
+2% +$100K 0.09% 117
2023
Q4 		$6.45M Buy
46,148
+19,499
+73% +$2.53M 0.11% 95
2023
Q3 		$3.63M Buy
+26,649
New +$3.64M 0.07% 134
2023
Q2 		– Sell
-732,073
Closed -$102M – 326
2023
Q1 		$102M Buy
732,073
+112,878
+18% +$15.2M 2.27% 14
2022
Q4 		$84M Sell
619,195
-168,934
-21% -$21.2M 1.63% 20
2022
Q3 		$86.6M Buy
788,129
+77,018
+11% +$9.8M 1.91% 14
2022
Q2 		$94M Sell
711,111
-145,950
-17% -$19.2M 1.92% 10
2022
Q1 		$114M Sell
857,061
-154,220
-15% -$18.5M 1.91% 9
2021
Q4 		$118M Buy
1,011,281
+310,956
+44% +$36.6M 1.94% 9
2021
Q3 		$84.1M Buy
700,325
+244,251
+54% +$28.4M 1.46% 17
2021
Q2 		$54.6M Buy
456,074
+132,159
+41% +$14.5M 1.04% 26
2021
Q1 		$32.2M Buy
323,915
+263,915
+440% +$26.5M 0.73% 44
2020
Q4 		$5.99M Buy
+60,000
New +$6.36M 0.16% 125

Other funds holding AZN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
SEB Asset Management
SEB Asset Management Stockholm $27B AUM
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Phoenix Financial's AZN Position: Q3 2026 in Review

Phoenix Financial increased its AstraZeneca (AZN) stake by 21% in Q3 2026, buying an estimated $681K and bringing the position to 23,453 shares worth $2.89M. The position accounts for 0.02% of the portfolio, ranked #167.

Phoenix Financial first reported a position in AZN in Q4 2020 and has held it in 23 quarters since. The position peaked at $118M in Q4 2021. 918 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • Phoenix Financial held 23,453 shares of AstraZeneca worth $2.89M as of Q3 2026.
  • Phoenix Financial bought 4,088 AstraZeneca shares in Q3 2026, an estimated $681K.
  • AstraZeneca made up 0.02% of Phoenix Financial's portfolio in Q3 2026, its #167 holding.
  • Phoenix Financial first reported a position in AstraZeneca in Q4 2020 and has held it in 23 quarters since.
  • Phoenix Financial's AstraZeneca position peaked at $118M in Q4 2021.
  • 918 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Phoenix Financial's 13F filing for Q3 2026, filed 9 Nov 2026.