SMA
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Sage Mountain Advisors’s AstraZeneca AZN Stock Holding History

Sage Mountain Advisors’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
-2,451
Closed -$451K – 314
2025
Q4 		$451K Sell
2,451
-139
-5% -$24.4K 0.02% 297
2025
Q3 		$397K Buy
2,590
+529
+26% +$80.1K 0.02% 319
2025
Q2 		$288K Sell
2,061
-178
-8% -$24.9K 0.02% 336
2025
Q1 		$329K Buy
2,239
+73
+3% +$10.6K 0.02% 282
2024
Q4 		$284K Sell
2,166
-1,285
-37% -$180K 0.02% 303
2024
Q3 		$538K Buy
3,451
+206
+6% +$33.3K 0.05% 190
2024
Q2 		$506K Buy
3,245
+236
+8% +$35.5K 0.05% 171
2024
Q1 		$408K Buy
3,009
+79
+3% +$10.5K 0.04% 191
2023
Q4 		$395K Sell
2,930
-160
-5% -$20.8K 0.05% 160
2023
Q3 		$418K Buy
3,090
+1,434
+87% +$196K 0.06% 137
2023
Q2 		$237K Sell
1,656
-16
-1% -$2.35K 0.03% 217
2023
Q1 		$232K Buy
+1,672
New +$225K 0.04% 205

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

Sage Mountain Advisors's AZN Position: Q1 2026 in Review

Sage Mountain Advisors sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 2,451 shares — an estimated $451K sold.

Sage Mountain Advisors first reported a position in AZN in Q1 2023 and held it in 12 quarters. The position peaked at $538K in Q3 2024. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Sage Mountain Advisors reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 2,451 AstraZeneca shares in Q1 2026, an estimated $451K.
  • Sage Mountain Advisors first reported a position in AstraZeneca in Q1 2023 and held it in 12 quarters.
  • Sage Mountain Advisors's AstraZeneca position peaked at $538K in Q3 2024.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.