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 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%	+$7.01K	0.02%	221
2025 Q3	$266K	Buy	+1,734	New	+$262K	0.02%	226

Other funds holding AZN

Evelyn Partners London $46.9B AUM

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Root Financial Partners's AZN Position: Q2 2026 in Review

Root Financial Partners increased its AstraZeneca (AZN) stake by 4.9% in Q2 2026, buying an estimated $15K and bringing the position to 1,729 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #267.

Root Financial Partners first reported a position in AZN in Q3 2025 and has held it in 4 quarters since. 1,503 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Root Financial Partners held 1,729 shares of AstraZeneca worth $328K as of Q2 2026.
Root Financial Partners bought 80 AstraZeneca shares in Q2 2026, an estimated $15K.
AstraZeneca made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #267 holding.
Root Financial Partners first reported a position in AstraZeneca in Q3 2025 and has held it in 4 quarters since.
1,503 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.