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Triad Wealth Partners’s AstraZeneca AZN Stock Holding History

Triad 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 		$386K Sell
1,958
-188
-9% -$36.3K 0.03% 337
2025
Q4 		$395K Buy
2,146
+343
+19% +$60.2K 0.04% 316
2025
Q3 		$277K Buy
1,803
+94
+6% +$14.2K 0.04% 307
2025
Q2 		$239K Buy
1,709
+325
+23% +$45.5K 0.05% 252
2025
Q1 		$203K Buy
+1,384
New +$200K 0.06% 209
2024
Q3 		– Sell
-1,164
Closed -$181K – 121
2024
Q2 		$181K Buy
+1,164
New +$175K 0.1% 102

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

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

Triad Wealth Partners reduced its AstraZeneca (AZN) stake by 8.8% in Q1 2026, selling an estimated $36.3K and leaving 1,958 shares worth $386K. The position accounts for 0.03% of the portfolio, ranked #337.

Triad Wealth Partners first reported a position in AZN in Q2 2024 and has held it in 6 quarters since. The position peaked at $395K in Q4 2025. 1,379 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Triad Wealth Partners held 1,958 shares of AstraZeneca worth $386K as of Q1 2026.
  • Triad Wealth Partners sold 188 AstraZeneca shares in Q1 2026, an estimated $36.3K.
  • AstraZeneca made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #337 holding.
  • Triad Wealth Partners first reported a position in AstraZeneca in Q2 2024 and has held it in 6 quarters since.
  • Triad Wealth Partners's AstraZeneca position peaked at $395K in Q4 2025.
  • 1,379 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.