WWA
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WCG Wealth Advisors’s AstraZeneca AZN Stock Holding History

WCG 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 		$5.08M Buy
25,758
+7,816
+44% +$1.51M 0.14% 151
2025
Q4 		$3.3M Buy
+17,942
New +$3.15M 0.09% 199

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

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

WCG Wealth Advisors increased its AstraZeneca (AZN) stake by 44% in Q1 2026, buying an estimated $1.51M and bringing the position to 25,758 shares worth $5.08M. The position accounts for 0.14% of the portfolio, ranked #151.

WCG Wealth Advisors first reported a position in AZN in Q4 2025 and has held it in 2 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • WCG Wealth Advisors held 25,758 shares of AstraZeneca worth $5.08M as of Q1 2026.
  • WCG Wealth Advisors bought 7,816 AstraZeneca shares in Q1 2026, an estimated $1.51M.
  • AstraZeneca made up 0.14% of WCG Wealth Advisors's portfolio in Q1 2026, its #151 holding.
  • WCG Wealth Advisors first reported a position in AstraZeneca in Q4 2025 and has held it in 2 quarters since.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.