Principal Securities’s AstraZeneca AZN Stock Holding History

Principal Securities’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	$6.02M	Buy	30,501 +737	+2%	+$142K	0.09%	216
2025 Q4	$5.47M	Buy	29,764 +1,187	+4%	+$208K	0.08%	225
2025 Q3	$4.38M	Buy	28,577 +5,329	+23%	+$807K	0.07%	256
2025 Q2	$3.25M	Buy	23,248 +9,221	+66%	+$1.29M	0.06%	287
2025 Q1	$1.84M	Buy	14,027 +71	+0.5%	+$10.3K	0.04%	387
2024 Q4	$1.83M	Buy	13,956 +1,245	+10%	+$174K	0.04%	385
2024 Q3	$1.98M	Buy	12,711 +1,890	+17%	+$305K	0.05%	352
2024 Q2	$1.69M	Buy	10,821 +1,034	+11%	+$156K	0.05%	340
2024 Q1	$1.33M	Sell	9,787 -325	-3%	-$43K	0.04%	381
2023 Q4	$1.36M	Buy	+10,112	New	+$1.31M	0.05%	333

Other funds holding AZN

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VAM

Vanguard Asset Management London, Ec4n 8af $117B AUM

Principal Securities's AZN Position: Q1 2026 in Review

Principal Securities increased its AstraZeneca (AZN) stake by 2.5% in Q1 2026, buying an estimated $142K and bringing the position to 30,501 shares worth $6.02M. The position accounts for 0.09% of the portfolio, ranked #216.

Principal Securities first reported a position in AZN in Q4 2023 and has held it in 10 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Principal Securities held 30,501 shares of AstraZeneca worth $6.02M as of Q1 2026.
Principal Securities bought 737 AstraZeneca shares in Q1 2026, an estimated $142K.
AstraZeneca made up 0.09% of Principal Securities's portfolio in Q1 2026, its #216 holding.
Principal Securities first reported a position in AstraZeneca in Q4 2023 and has held it in 10 quarters since.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.