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Wealth Preservation Advisors’s AstraZeneca AZN Stock Holding History

Wealth Preservation 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 		$152K Sell
770
-118
-13% -$22.8K 0.13% 80
2025
Q4 		$163K Sell
888
-12
-1% -$2.1K 0.08% 100
2025
Q3 		$138K Buy
900
+27
+3% +$4.09K 0.08% 105
2025
Q2 		$122K Buy
+873
New +$122K 0.08% 120

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 Preservation Advisors's AZN Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its AstraZeneca (AZN) stake by 13% in Q1 2026, selling an estimated $22.8K and leaving 770 shares worth $152K. The position accounts for 0.13% of the portfolio, ranked #80.

Wealth Preservation Advisors first reported a position in AZN in Q2 2025 and has held it in 4 quarters since. The position peaked at $163K in Q4 2025. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Wealth Preservation Advisors held 770 shares of AstraZeneca worth $152K as of Q1 2026.
  • Wealth Preservation Advisors sold 118 AstraZeneca shares in Q1 2026, an estimated $22.8K.
  • AstraZeneca made up 0.13% of Wealth Preservation Advisors's portfolio in Q1 2026, its #80 holding.
  • Wealth Preservation Advisors first reported a position in AstraZeneca in Q2 2025 and has held it in 4 quarters since.
  • Wealth Preservation Advisors's AstraZeneca position peaked at $163K in Q4 2025.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

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