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Spire Wealth Management’s AstraZeneca AZN Stock Holding History

Spire 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 		– Sell
-3,278
Closed -$603K – 2262
2025
Q4 		$603K Buy
3,278
+298
+10% +$52.3K 0.02% 497
2025
Q3 		$457K Sell
2,980
-134
-4% -$20.3K 0.02% 552
2025
Q2 		$435K Sell
3,114
-419
-12% -$58.7K 0.02% 545
2025
Q1 		$519K Buy
3,533
+340
+11% +$49.2K 0.02% 552
2024
Q4 		$418K Sell
3,193
-176
-5% -$24.6K 0.01% 603
2024
Q3 		$525K Sell
3,369
-91
-3% -$14.7K 0.02% 503
2024
Q2 		$540K Sell
3,460
-77
-2% -$11.6K 0.02% 473
2024
Q1 		$479K Sell
3,537
-275
-7% -$36.4K 0.01% 526
2023
Q4 		$507K Sell
3,812
-181
-5% -$23.5K 0.02% 507
2023
Q3 		$541K Sell
3,993
-162
-4% -$22.1K 0.02% 462
2023
Q2 		$595K Buy
4,155
+106
+3% +$15.6K 0.02% 452
2023
Q1 		$562K Sell
4,049
-62
-2% -$8.34K 0.02% 466
2022
Q4 		$557K Buy
4,111
+24
+0.6% +$3.01K 0.03% 345
2022
Q3 		$448K Buy
4,087
+143
+4% +$18.1K 0.03% 349
2022
Q2 		$521K Sell
3,944
-1,166
-23% -$153K 0.02% 460
2022
Q1 		$678K Sell
5,110
-1,124
-18% -$135K 0.02% 486
2021
Q4 		$726K Buy
6,234
+1,337
+27% +$157K 0.02% 577
2021
Q3 		$588K Buy
4,897
+44
+0.9% +$5.12K 0.02% 547
2021
Q2 		$581K Sell
4,853
-2,140
-31% -$235K 0.02% 571
2021
Q1 		$523K Buy
+6,993
New +$703K 0.01% 656

Other funds holding AZN

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Asset Management
Vanguard Asset Management London, Ec4n 8af $148B AUM

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

Spire Wealth Management sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 3,278 shares — an estimated $603K sold.

Spire Wealth Management first reported a position in AZN in Q1 2021 and held it in 20 quarters. The position peaked at $726K in Q4 2021. 1,383 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Spire Wealth Management reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 3,278 AstraZeneca shares in Q1 2026, an estimated $603K.
  • Spire Wealth Management first reported a position in AstraZeneca in Q1 2021 and held it in 20 quarters.
  • Spire Wealth Management's AstraZeneca position peaked at $726K in Q4 2021.
  • 1,383 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.