Savvy Advisors Inc’s AstraZeneca AZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$468K Buy
2,373
+451
+23% +$87K 0.01% 703
2025
Q4
$353K Buy
+1,922
New +$337K 0.01% 706
2025
Q2
Sell
-1,417
Closed -$208K 651
2025
Q1
$208K Buy
+1,417
New +$205K 0.02% 487
2024
Q4
Sell
-1,356
Closed -$211K 452
2024
Q3
$211K Buy
+1,356
New +$219K 0.04% 327

Other funds holding AZN

Savvy Advisors Inc's AZN Position: Q1 2026 in Review

Savvy Advisors Inc increased its AstraZeneca (AZN) stake by 23% in Q1 2026, buying an estimated $87K and bringing the position to 2,373 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #703.

Savvy Advisors Inc first reported a position in AZN in Q3 2024 and has held it in 4 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Savvy Advisors Inc held 2,373 shares of AstraZeneca worth $468K as of Q1 2026.
  • Savvy Advisors Inc bought 451 AstraZeneca shares in Q1 2026, an estimated $87K.
  • AstraZeneca made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #703 holding.
  • Savvy Advisors Inc first reported a position in AstraZeneca in Q3 2024 and has held it in 4 quarters since.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

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