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Strategic Wealth Partners’s AstraZeneca AZN Stock Holding History

Strategic Wealth Partners’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 		$16.3M Buy
82,660
+333
+0.4% +$64.2K 1.13% 21
2025
Q4 		$15.1M Sell
82,327
-8,281
-9% -$1.45M 1.04% 21
2025
Q3 		$13.9M Buy
90,608
+5,667
+7% +$858K 1.04% 18
2025
Q2 		$11.9M Buy
+84,941
New +$11.9M 0.93% 25
2024
Q4 		$11.8M Buy
79,473
+30,630
+63% +$4.29M 0.98% 26
2024
Q3 		$7.61M Buy
48,843
+2,156
+5% +$348K 0.73% 45
2024
Q2 		$7.28M Buy
46,687
+2,079
+5% +$313K 0.76% 39
2024
Q1 		$6.04M Buy
44,608
+4,591
+11% +$608K 0.66% 52
2023
Q4 		$5.39M Buy
40,017
+11,350
+40% +$1.48M 0.66% 48
2023
Q3 		$3.88M Buy
28,667
+11,186
+64% +$1.53M 0.51% 53
2023
Q2 		$2.5M Sell
17,481
-85
-0.5% -$12.5K 0.32% 94
2023
Q1 		$2.44M Buy
17,566
+1,211
+7% +$163K 0.37% 78
2022
Q4 		$2.22M Buy
16,355
+5,144
+46% +$645K 0.41% 76
2022
Q3 		$1.23M Buy
11,211
+709
+7% +$89.9K 0.26% 114
2022
Q2 		$1.39M Buy
10,502
+787
+8% +$103K 0.3% 101
2022
Q1 		$1.29M Buy
9,715
+1,491
+18% +$179K 0.25% 114
2021
Q4 		$958K Buy
8,224
+2,564
+45% +$302K 0.18% 144
2021
Q3 		$680K Buy
5,660
+68
+1% +$7.92K 0.2% 138
2021
Q2 		$670K Buy
5,592
+87
+2% +$9.54K 0.22% 119
2021
Q1 		$547K Buy
+5,505
New +$553K 0.22% 114
2019
Q2 		– Sell
-59
Closed -$5K – 733
2019
Q1 		$5K Buy
+59
New +$4.65K ﹤0.01% 622
2018
Q2 		– Sell
-214
Closed -$15K – 750
2018
Q1 		$15K Buy
214
+84
+65% +$5.82K 0.01% 428
2017
Q4 		$9K Buy
+130
New +$8.77K 0.01% 547

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

Strategic Wealth Partners's AZN Position: Q1 2026 in Review

Strategic Wealth Partners increased its AstraZeneca (AZN) stake by 0.4% in Q1 2026, buying an estimated $64.2K and bringing the position to 82,660 shares worth $16.3M. The position accounts for 1.13% of the portfolio, ranked #21.

Strategic Wealth Partners first reported a position in AZN in Q4 2017 and has held it in 23 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Strategic Wealth Partners held 82,660 shares of AstraZeneca worth $16.3M as of Q1 2026.
  • Strategic Wealth Partners bought 333 AstraZeneca shares in Q1 2026, an estimated $64.2K.
  • AstraZeneca made up 1.13% of Strategic Wealth Partners's portfolio in Q1 2026, its #21 holding.
  • Strategic Wealth Partners first reported a position in AstraZeneca in Q4 2017 and has held it in 23 quarters since.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.