VWA
AZN icon

Visionary Wealth Advisors’s AstraZeneca AZN Stock Holding History

Visionary 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 		$474K Buy
2,405
+306
+15% +$59K 0.02% 409
2025
Q4 		$386K Buy
2,099
+30
+1% +$5.26K 0.02% 446
2025
Q3 		$317K Buy
2,069
+11
+0.5% +$1.67K 0.01% 478
2025
Q2 		$288K Hold
2,058
– – 0.01% 468
2025
Q1 		$303K Hold
2,058
– – 0.02% 438
2024
Q4 		$270K Hold
2,058
– – 0.02% 464
2024
Q3 		$321K Sell
2,058
-5
-0.2% -$807 0.02% 421
2024
Q2 		$322K Hold
2,063
– – 0.02% 399
2024
Q1 		$280K Sell
2,063
-233
-10% -$30.9K 0.02% 410
2023
Q4 		$309K Buy
2,296
+400
+21% +$52K 0.02% 384
2023
Q3 		$257K Hold
1,896
– – 0.02% 394
2023
Q2 		$271K Sell
1,896
-48
-2% -$7.06K 0.02% 379
2023
Q1 		$270K Buy
1,944
+8
+0.4% +$1.08K 0.02% 371
2022
Q4 		$262K Sell
1,936
-10
-0.5% -$1.25K 0.02% 350
2022
Q3 		$213K Buy
1,946
+10
+0.5% +$1.27K 0.02% 359
2022
Q2 		$256K Sell
1,936
-60
-3% -$7.87K 0.02% 349
2022
Q1 		$265K Hold
1,996
– – 0.02% 356
2021
Q4 		$232K Buy
+1,996
New +$235K 0.02% 341
2021
Q3 		– Sell
-2,123
Closed -$254K – 324
2021
Q2 		$254K Sell
2,123
-763
-26% -$83.7K 0.03% 290
2021
Q1 		$287K Buy
2,886
+50
+2% +$5.03K 0.03% 264
2020
Q4 		$284K Buy
+2,836
New +$300K 0.03% 242
2020
Q3 		– Sell
-1,918
Closed -$203K – 259
2020
Q2 		$203K Buy
+1,918
New +$198K 0.03% 220

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

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

Visionary Wealth Advisors increased its AstraZeneca (AZN) stake by 15% in Q1 2026, buying an estimated $59K and bringing the position to 2,405 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #409.

Visionary Wealth Advisors first reported a position in AZN in Q2 2020 and has held it in 22 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Visionary Wealth Advisors held 2,405 shares of AstraZeneca worth $474K as of Q1 2026.
  • Visionary Wealth Advisors bought 306 AstraZeneca shares in Q1 2026, an estimated $59K.
  • AstraZeneca made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #409 holding.
  • Visionary Wealth Advisors first reported a position in AstraZeneca in Q2 2020 and has held it in 22 quarters since.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

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