SFG Wealth Management’s AstraZeneca AZN Stock Holding History

SFG Wealth Management’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	$406K	Sell	2,059 -1	-0%	-$193	0.17%	73
2025 Q4	$379K	Hold	2,060	–	–	0.15%	94
2025 Q3	$316K	Buy	2,060 +32	+2%	+$4.84K	0.14%	109
2025 Q2	$283K	Hold	2,028	–	–	0.17%	70
2025 Q1	$298K	Buy	+2,028	New	+$293K	0.15%	97
2024 Q4	–	Sell	-1,467	Closed	-$229K	–	101
2024 Q3	$229K	Hold	1,467	–	–	0.12%	86
2024 Q2	$229K	Buy	+1,467	New	+$221K	0.13%	82
2023 Q4	–	Sell	-1,585	Closed	-$215K	–	92
2023 Q3	$215K	Hold	1,585	–	–	0.17%	86
2023 Q2	$227K	Hold	1,585	–	–	0.19%	83
2023 Q1	$220K	Hold	1,585	–	–	0.24%	70
2022 Q4	$215K	Buy	+1,585	New	+$199K	0.27%	72
2022 Q3	–	Sell	-1,785	Closed	-$236K	–	79
2022 Q2	$236K	Hold	1,785	–	–	0.27%	66
2022 Q1	$237K	Hold	1,785	–	–	0.22%	75
2021 Q4	$208K	Buy	+1,785	New	+$210K	0.19%	94

Other funds holding AZN

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VAM

Vanguard Asset Management London, Ec4n 8af $117B AUM

SFG Wealth Management's AZN Position: Q1 2026 in Review

SFG Wealth Management reduced its AstraZeneca (AZN) stake by 0.05% in Q1 2026, selling an estimated $193 and leaving 2,059 shares worth $406K. The position accounts for 0.17% of the portfolio, ranked #73.

SFG Wealth Management first reported a position in AZN in Q4 2021 and has held it in 14 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

SFG Wealth Management held 2,059 shares of AstraZeneca worth $406K as of Q1 2026.
SFG Wealth Management sold 1 AstraZeneca share in Q1 2026, an estimated $193.
AstraZeneca made up 0.17% of SFG Wealth Management's portfolio in Q1 2026, its #73 holding.
SFG Wealth Management first reported a position in AstraZeneca in Q4 2021 and has held it in 14 quarters since.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.