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Wealth Alliance’s AstraZeneca AZN Stock Holding History

Wealth Alliance’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 		$1.73M Sell
8,755
-710
-8% -$137K 0.17% 117
2025
Q4 		$1.74M Sell
9,465
-54
-0.6% -$9.47K 0.17% 111
2025
Q3 		$1.46M Buy
9,519
+167
+2% +$25.3K 0.15% 131
2025
Q2 		$1.31M Buy
9,352
+185
+2% +$25.9K 0.15% 138
2025
Q1 		$1.35M Buy
9,167
+496
+6% +$71.8K 0.16% 124
2024
Q4 		$1.14M Sell
8,671
-99
-1% -$13.9K 0.14% 149
2024
Q3 		$1.37M Buy
8,770
+50
+0.6% +$8.07K 0.16% 123
2024
Q2 		$1.36M Buy
8,720
+487
+6% +$73.3K 0.18% 116
2024
Q1 		$1.12M Buy
8,233
+227
+3% +$30.1K 0.15% 146
2023
Q4 		$1.08M Buy
8,006
+1,150
+17% +$149K 0.15% 132
2023
Q3 		$929K Buy
6,856
+1,428
+26% +$195K 0.15% 142
2023
Q2 		$777K Sell
5,428
-314
-5% -$46.2K 0.12% 179
2023
Q1 		$797K Sell
5,742
-331
-5% -$44.5K 0.13% 174
2022
Q4 		$823K Sell
6,073
-1,467
-19% -$184K 0.15% 158
2022
Q3 		$827K Sell
7,540
-239
-3% -$30.3K 0.16% 140
2022
Q2 		$1.03M Sell
7,779
-2,017
-21% -$265K 0.2% 119
2022
Q1 		$1.3M Sell
9,796
-497
-5% -$59.6K 0.27% 82
2021
Q4 		$1.2M Buy
10,293
+10
+0.1% +$1.18K 0.24% 93
2021
Q3 		$1.24M Buy
10,283
+1,521
+17% +$177K 0.28% 78
2021
Q2 		$1.05M Buy
8,762
+1,131
+15% +$124K 0.25% 95
2021
Q1 		$759K Buy
7,631
+547
+8% +$55K 0.21% 122
2020
Q4 		$708K Buy
7,084
+303
+4% +$32.1K 0.21% 127
2020
Q3 		$743K Buy
6,781
+72
+1% +$8.01K 0.27% 89
2020
Q2 		$710K Buy
6,709
+2,445
+57% +$253K 0.28% 87
2020
Q1 		$381K Buy
+4,264
New +$401K 0.21% 132

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

Wealth Alliance's AZN Position: Q1 2026 in Review

Wealth Alliance reduced its AstraZeneca (AZN) stake by 7.5% in Q1 2026, selling an estimated $137K and leaving 8,755 shares worth $1.73M. The position accounts for 0.17% of the portfolio, ranked #117.

Wealth Alliance first reported a position in AZN in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.74M in Q4 2025. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Wealth Alliance held 8,755 shares of AstraZeneca worth $1.73M as of Q1 2026.
  • Wealth Alliance sold 710 AstraZeneca shares in Q1 2026, an estimated $137K.
  • AstraZeneca made up 0.17% of Wealth Alliance's portfolio in Q1 2026, its #117 holding.
  • Wealth Alliance first reported a position in AstraZeneca in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's AstraZeneca position peaked at $1.74M in Q4 2025.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.