Richardson Financial Services’s AstraZeneca AZN Stock Holding History

Richardson Financial Services’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	$120K	Sell	610 -29	-5%	-$5.59K	0.08%	202
2025 Q4	$118K	Buy	639 +79	+14%	+$13.9K	0.04%	212
2025 Q3	$85.8K	Buy	560 +361	+181%	+$54.6K	0.05%	224
2025 Q2	$28.4K	Buy	199 +74	+59%	+$10.4K	0.02%	310
2025 Q1	$18.3K	Buy	125 +97	+346%	+$14K	0.01%	329
2024 Q4	$3.67K	Sell	28 -30	-52%	-$4.2K	﹤0.01%	473
2024 Q3	$8.96K	Buy	58 +28	+93%	+$4.52K	0.01%	408
2024 Q2	$4.68K	Sell	30 -7	-19%	-$1.05K	﹤0.01%	445
2024 Q1	$4.95K	Buy	+37	New	+$4.9K	﹤0.01%	464

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

Richardson Financial Services's AZN Position: Q1 2026 in Review

Richardson Financial Services reduced its AstraZeneca (AZN) stake by 4.5% in Q1 2026, selling an estimated $5.59K and leaving 610 shares worth $120K. The position accounts for 0.08% of the portfolio, ranked #202.

Richardson Financial Services first reported a position in AZN in Q1 2024 and has held it in 9 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Richardson Financial Services held 610 shares of AstraZeneca worth $120K as of Q1 2026.
Richardson Financial Services sold 29 AstraZeneca shares in Q1 2026, an estimated $5.59K.
AstraZeneca made up 0.08% of Richardson Financial Services's portfolio in Q1 2026, its #202 holding.
Richardson Financial Services first reported a position in AstraZeneca in Q1 2024 and has held it in 9 quarters since.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.