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USA Financial Formulas’s AstraZeneca AZN Stock Holding History

USA Financial Formulas’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
-5,032
Closed -$925K – 448
2025
Q4 		$925K Buy
+5,032
New +$883K 0.17% 34
2024
Q4 		– Sell
-8,277
Closed -$1.29M – 295
2024
Q3 		$1.29M Buy
+8,277
New +$1.34M 0.2% 43
2024
Q1 		– Sell
-84
Closed -$11.3K – 311
2023
Q4 		$11.3K Hold
84
– – ﹤0.01% 249
2023
Q3 		$11.4K Sell
84
-5,490
-98% -$750K 0.02% 225
2023
Q2 		$798K Buy
+5,574
New +$820K 1.23% 26
2022
Q3 		$2.28M Sell
20,774
-435
-2% -$55.2K 3.59% 4
2022
Q2 		$2.8M Buy
+21,209
New +$2.78M 3.5% 7

Other funds holding AZN

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Asset Management
Vanguard Asset Management London, Ec4n 8af $148B AUM

USA Financial Formulas's AZN Position: Q1 2026 in Review

USA Financial Formulas sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 5,032 shares — an estimated $925K sold.

USA Financial Formulas first reported a position in AZN in Q2 2022 and held it in 7 quarters. The position peaked at $2.8M in Q2 2022. 1,383 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • USA Financial Formulas reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
  • USA Financial Formulas sold 5,032 AstraZeneca shares in Q1 2026, an estimated $925K.
  • USA Financial Formulas first reported a position in AstraZeneca in Q2 2022 and held it in 7 quarters.
  • USA Financial Formulas's AstraZeneca position peaked at $2.8M in Q2 2022.
  • 1,383 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.