Strategies Wealth Advisors’s AstraZeneca AZN Stock Holding History

Strategies Wealth 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	–	Sell	-1,551	Closed	-$285K	–	196
2025 Q4	$285K	Buy	1,551 +11	+0.7%	+$1.93K	0.03%	149
2025 Q3	$236K	Sell	1,540 -2	-0.1%	-$303	0.02%	167
2025 Q2	$216K	Buy	1,542 +11	+0.7%	+$1.54K	0.02%	173
2025 Q1	$225K	Buy	+1,531	New	+$222K	0.03%	158

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

Strategies Wealth Advisors's AZN Position: Q1 2026 in Review

Strategies Wealth Advisors sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 1,551 shares — an estimated $285K sold.

Strategies Wealth Advisors first reported a position in AZN in Q1 2025 and held it in 4 quarters. The position peaked at $285K in Q4 2025. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Strategies Wealth Advisors reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
Strategies Wealth Advisors sold 1,551 AstraZeneca shares in Q1 2026, an estimated $285K.
Strategies Wealth Advisors first reported a position in AstraZeneca in Q1 2025 and held it in 4 quarters.
Strategies Wealth Advisors's AstraZeneca position peaked at $285K in Q4 2025.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.