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Retirement Wealth Solutions’s AstraZeneca AZN Stock Holding History

Retirement Wealth 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 		– Sell
-131
Closed -$24.1K – 826
2025
Q4 		$24.1K Buy
131
+36
+38% +$6.31K 0.02% 144
2025
Q3 		$14.5K Buy
95
+67
+239% +$10.1K 0.01% 189
2025
Q2 		$3.84K Hold
28
– – ﹤0.01% 327
2025
Q1 		$4.04K Sell
28
-11
-28% -$1.59K ﹤0.01% 305
2024
Q4 		$5.16K Buy
+39
New +$5.46K ﹤0.01% 287

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

Retirement Wealth Solutions's AZN Position: Q1 2026 in Review

Retirement Wealth Solutions sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 131 shares — an estimated $24.1K sold.

Retirement Wealth Solutions first reported a position in AZN in Q4 2024 and held it in 5 quarters. The position peaked at $24.1K in Q4 2025. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Retirement Wealth Solutions reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
  • Retirement Wealth Solutions sold 131 AstraZeneca shares in Q1 2026, an estimated $24.1K.
  • Retirement Wealth Solutions first reported a position in AstraZeneca in Q4 2024 and held it in 5 quarters.
  • Retirement Wealth Solutions's AstraZeneca position peaked at $24.1K in Q4 2025.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Retirement Wealth Solutions's 13F filing for Q1 2026, filed 7 Apr 2026.