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Soltis Investment Advisors’s AstraZeneca AZN Stock Holding History

Soltis Investment 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 		$478K Buy
2,421
+686
+40% +$132K 0.03% 346
2025
Q4 		$319K Buy
1,735
+38
+2% +$6.67K 0.02% 394
2025
Q3 		$260K Buy
+1,697
New +$257K 0.02% 405

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

Soltis Investment Advisors's AZN Position: Q1 2026 in Review

Soltis Investment Advisors increased its AstraZeneca (AZN) stake by 40% in Q1 2026, buying an estimated $132K and bringing the position to 2,421 shares worth $478K. The position accounts for 0.03% of the portfolio, ranked #346.

Soltis Investment Advisors first reported a position in AZN in Q3 2025 and has held it in 3 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Soltis Investment Advisors held 2,421 shares of AstraZeneca worth $478K as of Q1 2026.
  • Soltis Investment Advisors bought 686 AstraZeneca shares in Q1 2026, an estimated $132K.
  • AstraZeneca made up 0.03% of Soltis Investment Advisors's portfolio in Q1 2026, its #346 holding.
  • Soltis Investment Advisors first reported a position in AstraZeneca in Q3 2025 and has held it in 3 quarters since.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.