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Regal Investment Advisors’s AstraZeneca AZN Stock Holding History

Regal Investment 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
2021
Q1 		– Sell
-150
Closed -$15K – 49
2020
Q4 		$15K Buy
+150
New +$15.9K ﹤0.01% 467

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

Regal Investment Advisors's AZN Position: Q1 2026 in Review

Regal Investment Advisors opened a new position in AstraZeneca (AZN) in Q1 2026: 1,146 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #602 among its holdings. This is a return to the name: Regal Investment Advisors previously reported a position in AZN as recently as Q1 2022.

Regal Investment Advisors first reported a position in AZN in Q2 2013 and has held it in 16 quarters since. The position peaked at $237K in Q2 2021. 1,381 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Regal Investment Advisors held 1,146 shares of AstraZeneca worth $226K as of Q1 2026.
  • AstraZeneca was a new Regal Investment Advisors position in Q1 2026.
  • AstraZeneca made up 0.01% of Regal Investment Advisors's portfolio in Q1 2026, its #602 holding.
  • Regal Investment Advisors first reported a position in AstraZeneca in Q2 2013 and has held it in 16 quarters since.
  • Regal Investment Advisors's AstraZeneca position peaked at $237K in Q2 2021.
  • 1,381 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.