Talisman Wealth Advisors’s AstraZeneca AZN Stock Holding History

Talisman 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	$210K	Sell	1,066 -243	-19%	-$46.9K	0.17%	95
2025 Q4	$241K	Sell	1,309 -161	-11%	-$28.2K	0.19%	99
2025 Q3	$226K	Buy	1,470 +2	+0.1%	+$303	0.19%	107
2025 Q2	$205K	Hold	1,468	–	–	0.19%	109
2025 Q1	$216K	Buy	+1,468	New	+$212K	0.22%	99
2024 Q4	–	Sell	-1,603	Closed	-$249K	–	103
2024 Q3	$249K	Sell	1,603 -6	-0.4%	-$969	0.26%	91
2024 Q2	$251K	Buy	1,609 +121	+8%	+$18.2K	0.29%	82
2024 Q1	$202K	Buy	+1,488	New	+$197K	0.25%	90
2023 Q3	–	Sell	-1,454	Closed	-$208K	–	82
2023 Q2	$208K	Sell	1,454 -7	-0.5%	-$1.03K	0.36%	83
2023 Q1	$203K	Buy	+1,461	New	+$197K	0.37%	82

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

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

Talisman Wealth Advisors reduced its AstraZeneca (AZN) stake by 19% in Q1 2026, selling an estimated $46.9K and leaving 1,066 shares worth $210K. The position accounts for 0.17% of the portfolio, ranked #95.

Talisman Wealth Advisors first reported a position in AZN in Q1 2023 and has held it in 10 quarters since. The position peaked at $251K in Q2 2024. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Talisman Wealth Advisors held 1,066 shares of AstraZeneca worth $210K as of Q1 2026.
Talisman Wealth Advisors sold 243 AstraZeneca shares in Q1 2026, an estimated $46.9K.
AstraZeneca made up 0.17% of Talisman Wealth Advisors's portfolio in Q1 2026, its #95 holding.
Talisman Wealth Advisors first reported a position in AstraZeneca in Q1 2023 and has held it in 10 quarters since.
Talisman Wealth Advisors's AstraZeneca position peaked at $251K in Q2 2024.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

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