Root Financial Partners
AZN icon

Root Financial Partners’s AstraZeneca AZN Stock Holding History

Root Financial Partners’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
Q3 		$316K Buy
1,955
+226
+13% +$37.7K 0.01% 307
2026
Q2 		$328K Buy
1,729
+80
+5% +$15K 0.01% 267
2026
Q1 		$325K Sell
1,649
-125
-7% -$24.1K 0.02% 236
2025
Q4 		$326K Buy
1,774
+40
+2% +$7.02K 0.02% 221
2025
Q3 		$266K Buy
+1,734
New +$262K 0.02% 226

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Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Vanguard Asset Management
Vanguard Asset Management London, Ec4n 8af $162B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Root Financial Partners's AZN Position: Q3 2026 in Review

Root Financial Partners increased its AstraZeneca (AZN) stake by 13% in Q3 2026, buying an estimated $37.7K and bringing the position to 1,955 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #307.

Root Financial Partners first reported a position in AZN in Q3 2025 and has held it in 5 quarters since. The position peaked at $328K in Q2 2026. 1,222 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • Root Financial Partners held 1,955 shares of AstraZeneca worth $316K as of Q3 2026.
  • Root Financial Partners bought 226 AstraZeneca shares in Q3 2026, an estimated $37.7K.
  • AstraZeneca made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #307 holding.
  • Root Financial Partners first reported a position in AstraZeneca in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's AstraZeneca position peaked at $328K in Q2 2026.
  • 1,222 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.