Strategic Advisors’s AstraZeneca AZN Stock Holding History

Strategic 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	$343K	Sell	1,739 -2	-0.1%	-$386	0.06%	155
2025 Q4	$320K	Hold	1,741	–	–	0.05%	155
2025 Q3	$267K	Buy	1,741 +1	+0.1%	+$151	0.04%	165
2025 Q2	$243K	Hold	1,740	–	–	0.05%	153
2025 Q1	$256K	Sell	1,740 -74	-4%	-$10.7K	0.05%	166
2024 Q4	$238K	Buy	1,814 +52	+3%	+$7.28K	0.04%	179
2024 Q3	$275K	Hold	1,762	–	–	0.05%	181
2024 Q2	$275K	Sell	1,762 -525	-23%	-$79K	0.05%	178
2024 Q1	$310K	Buy	2,287 +29	+1%	+$3.84K	0.06%	171
2023 Q4	$304K	Buy	2,258 +8	+0.4%	+$1.04K	0.06%	169
2023 Q3	$305K	Hold	2,250	–	–	0.06%	164
2023 Q2	$322K	Hold	2,250	–	–	0.06%	154
2023 Q1	$312K	Hold	2,250	–	–	0.06%	161
2022 Q4	$305K	Hold	2,250	–	–	0.07%	154
2022 Q3	$246K	Hold	2,250	–	–	0.05%	164
2022 Q2	$297K	Hold	2,250	–	–	0.06%	153
2022 Q1	$298K	Buy	+2,250	New	+$270K	0.05%	161

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

Strategic Advisors's AZN Position: Q1 2026 in Review

Strategic Advisors reduced its AstraZeneca (AZN) stake by 0.11% in Q1 2026, selling an estimated $386 and leaving 1,739 shares worth $343K. The position accounts for 0.06% of the portfolio, ranked #155.

Strategic Advisors first reported a position in AZN in Q1 2022 and has held it in 17 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Strategic Advisors held 1,739 shares of AstraZeneca worth $343K as of Q1 2026.
Strategic Advisors sold 2 AstraZeneca shares in Q1 2026, an estimated $386.
AstraZeneca made up 0.06% of Strategic Advisors's portfolio in Q1 2026, its #155 holding.
Strategic Advisors first reported a position in AstraZeneca in Q1 2022 and has held it in 17 quarters since.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.