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Sagespring Wealth Partners’s AstraZeneca AZN Stock Holding History

Sagespring Wealth 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 		$1.99M Sell
10,075
-43
-0.4% -$8.29K 0.04% 200
2025
Q4 		$1.86M Sell
10,118
-272
-3% -$47.7K 0.03% 194
2025
Q3 		$1.59M Buy
10,390
+1,843
+22% +$279K 0.03% 217
2025
Q2 		$1.19M Buy
8,547
+1,505
+21% +$211K 0.03% 254
2025
Q1 		$1.04M Sell
7,042
-446
-6% -$64.5K 0.03% 238
2024
Q4 		$981K Buy
+7,488
New +$1.05M 0.03% 222

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

Sagespring Wealth Partners's AZN Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its AstraZeneca (AZN) stake by 0.42% in Q1 2026, selling an estimated $8.29K and leaving 10,075 shares worth $1.99M. The position accounts for 0.04% of the portfolio, ranked #200.

Sagespring Wealth Partners first reported a position in AZN in Q4 2024 and has held it in 6 quarters since. 1,379 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Sagespring Wealth Partners held 10,075 shares of AstraZeneca worth $1.99M as of Q1 2026.
  • Sagespring Wealth Partners sold 43 AstraZeneca shares in Q1 2026, an estimated $8.29K.
  • AstraZeneca made up 0.04% of Sagespring Wealth Partners's portfolio in Q1 2026, its #200 holding.
  • Sagespring Wealth Partners first reported a position in AstraZeneca in Q4 2024 and has held it in 6 quarters since.
  • 1,379 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.