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Waverly Advisors’s AstraZeneca AZN Stock Holding History

Waverly 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 		$23.4M Buy
119,336
+426
+0.4% +$82.1K 0.18% 119
2025
Q4 		$21.9M Buy
118,910
+517
+0.4% +$90.7K 0.18% 114
2025
Q3 		$18.2M Buy
118,393
+3,276
+3% +$496K 0.18% 110
2025
Q2 		$16.1M Buy
115,117
+3,072
+3% +$431K 0.18% 116
2025
Q1 		$16.5M Buy
112,045
+99,967
+828% +$14.5M 0.2% 106
2024
Q4 		$1.58M Buy
12,078
+7,941
+192% +$1.11M 0.02% 433
2024
Q3 		$645K Sell
4,137
-199
-5% -$32.1K 0.01% 533
2024
Q2 		$676K Buy
4,336
+355
+9% +$53.4K 0.01% 509
2024
Q1 		$539K Buy
3,981
+1,183
+42% +$157K 0.01% 465
2023
Q4 		$377K Sell
2,798
-35
-1% -$4.55K 0.01% 335
2023
Q3 		$384K Buy
2,833
+375
+15% +$51.2K 0.02% 291
2023
Q2 		$352K Buy
+2,458
New +$362K 0.02% 278
2014
Q4 		– Sell
-122
Closed -$9K – 436
2014
Q3 		$9K Hold
122
– – ﹤0.01% 498
2014
Q2 		$9K Sell
122
-99
-45% -$7.16K ﹤0.01% 465
2014
Q1 		$14K Hold
221
– – 0.01% 369
2013
Q4 		$13K Buy
+221
New +$12K ﹤0.01% 518

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

Waverly Advisors's AZN Position: Q1 2026 in Review

Waverly Advisors increased its AstraZeneca (AZN) stake by 0.36% in Q1 2026, buying an estimated $82.1K and bringing the position to 119,336 shares worth $23.4M. The position accounts for 0.18% of the portfolio, ranked #119.

Waverly Advisors first reported a position in AZN in Q4 2013 and has held it in 16 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Waverly Advisors held 119,336 shares of AstraZeneca worth $23.4M as of Q1 2026.
  • Waverly Advisors bought 426 AstraZeneca shares in Q1 2026, an estimated $82.1K.
  • AstraZeneca made up 0.18% of Waverly Advisors's portfolio in Q1 2026, its #119 holding.
  • Waverly Advisors first reported a position in AstraZeneca in Q4 2013 and has held it in 16 quarters since.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

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