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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
Q1 		$325K Sell
1,649
-125
-7% -$24.1K 0.02% 236
2025
Q4 		$326K Buy
1,774
+40
+2% +$7.01K 0.02% 221
2025
Q3 		$266K Buy
+1,734
New +$262K 0.02% 226

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

Root Financial Partners's AZN Position: Q1 2026 in Review

Root Financial Partners reduced its AstraZeneca (AZN) stake by 7% in Q1 2026, selling an estimated $24.1K and leaving 1,649 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #236.

Root Financial Partners first reported a position in AZN in Q3 2025 and has held it in 3 quarters since. The position peaked at $326K in Q4 2025. 1,378 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Root Financial Partners held 1,649 shares of AstraZeneca worth $325K as of Q1 2026.
  • Root Financial Partners sold 125 AstraZeneca shares in Q1 2026, an estimated $24.1K.
  • AstraZeneca made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #236 holding.
  • Root Financial Partners first reported a position in AstraZeneca in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's AstraZeneca position peaked at $326K in Q4 2025.
  • 1,378 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.