R Squared’s AstraZeneca AZN Stock Holding History

R Squared’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	$537K	Sell	2,723 -294	-10%	-$56.7K	0.29%	87
2025 Q4	$555K	Buy	+3,017	New	+$529K	0.26%	106
2025 Q3	–	Sell	-2,583	Closed	-$361K	–	560
2025 Q2	$361K	Buy	+2,583	New	+$362K	0.2%	174
2025 Q1	–	Sell	-845	Closed	-$111K	–	415
2024 Q4	$111K	Buy	+845	New	+$118K	0.11%	240

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

R Squared's AZN Position: Q1 2026 in Review

R Squared reduced its AstraZeneca (AZN) stake by 9.7% in Q1 2026, selling an estimated $56.7K and leaving 2,723 shares worth $537K. The position accounts for 0.29% of the portfolio, ranked #87.

R Squared first reported a position in AZN in Q4 2024 and has held it in 4 quarters since. The position peaked at $555K in Q4 2025. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

R Squared held 2,723 shares of AstraZeneca worth $537K as of Q1 2026.
R Squared sold 294 AstraZeneca shares in Q1 2026, an estimated $56.7K.
AstraZeneca made up 0.29% of R Squared's portfolio in Q1 2026, its #87 holding.
R Squared first reported a position in AstraZeneca in Q4 2024 and has held it in 4 quarters since.
R Squared's AstraZeneca position peaked at $555K in Q4 2025.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.