Valley Wealth Managers’s AstraZeneca AZN Stock Holding History

Valley Wealth Managers’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	$73.8K	Sell	374 -36	-9%	-$6.94K	﹤0.01%	201
2025 Q4	$75.4K	Buy	410 +35	+9%	+$6.14K	﹤0.01%	201
2025 Q3	$57.5K	Hold	375	–	–	﹤0.01%	200
2025 Q2	$52.4K	Hold	375	–	–	﹤0.01%	197
2025 Q1	$55.1K	Hold	375	–	–	﹤0.01%	203
2024 Q4	$49.1K	Hold	375	–	–	﹤0.01%	213
2024 Q3	$58.4K	Hold	375	–	–	﹤0.01%	211
2024 Q2	$58.5K	Hold	375	–	–	﹤0.01%	214
2024 Q1	$50.8K	Hold	375	–	–	﹤0.01%	215
2023 Q4	$50.5K	Hold	375	–	–	﹤0.01%	215
2023 Q3	$50.8K	Hold	375	–	–	﹤0.01%	220
2023 Q2	$53.7K	Hold	375	–	–	﹤0.01%	204
2023 Q1	$52.1K	Hold	375	–	–	﹤0.01%	216
2022 Q4	$50.9K	Hold	375	–	–	﹤0.01%	225
2022 Q3	$41K	Hold	375	–	–	﹤0.01%	253
2022 Q2	$50K	Buy	+375	New	+$49.2K	﹤0.01%	248

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

Valley Wealth Managers's AZN Position: Q1 2026 in Review

Valley Wealth Managers reduced its AstraZeneca (AZN) stake by 8.8% in Q1 2026, selling an estimated $6.94K and leaving 374 shares worth $73.8K. The position accounts for ﹤0.01% of the portfolio, ranked #201.

Valley Wealth Managers first reported a position in AZN in Q2 2022 and has held it in 16 quarters since. The position peaked at $75.4K in Q4 2025. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Valley Wealth Managers held 374 shares of AstraZeneca worth $73.8K as of Q1 2026.
Valley Wealth Managers sold 36 AstraZeneca shares in Q1 2026, an estimated $6.94K.
AstraZeneca made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #201 holding.
Valley Wealth Managers first reported a position in AstraZeneca in Q2 2022 and has held it in 16 quarters since.
Valley Wealth Managers's AstraZeneca position peaked at $75.4K in Q4 2025.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.