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Wealth Management Associates’s AstraZeneca AZN Stock Holding History

Wealth Management Associates’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 		$351K Buy
1,780
+142
+9% +$27.4K 0.12% 151
2025
Q4 		$301K Buy
+1,638
New +$287K 0.1% 177
2023
Q4 		– Sell
-1,482
Closed -$201K – 200
2023
Q3 		$201K Hold
1,482
– – 0.12% 179
2023
Q2 		$212K Hold
1,482
– – 0.12% 173
2023
Q1 		$206K Hold
1,482
– – 0.13% 179
2022
Q4 		$201K Buy
+1,482
New +$186K 0.13% 177

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 Management Associates's AZN Position: Q1 2026 in Review

Wealth Management Associates increased its AstraZeneca (AZN) stake by 8.7% in Q1 2026, buying an estimated $27.4K and bringing the position to 1,780 shares worth $351K. The position accounts for 0.12% of the portfolio, ranked #151.

Wealth Management Associates first reported a position in AZN in Q4 2022 and has held it in 6 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Wealth Management Associates held 1,780 shares of AstraZeneca worth $351K as of Q1 2026.
  • Wealth Management Associates bought 142 AstraZeneca shares in Q1 2026, an estimated $27.4K.
  • AstraZeneca made up 0.12% of Wealth Management Associates's portfolio in Q1 2026, its #151 holding.
  • Wealth Management Associates first reported a position in AstraZeneca in Q4 2022 and has held it in 6 quarters since.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.