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Wealthspire Advisors (New York)’s AstraZeneca AZN Stock Holding History

Wealthspire Advisors (New York)’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 		$762K Sell
3,865
-1,565
-29% -$302K 0.01% 464
2025
Q4 		$998K Sell
5,430
-7,556
-58% -$1.33M 0.01% 427
2025
Q3 		$1.99M Sell
12,986
-10,249
-44% -$1.55M 0.01% 279
2025
Q2 		$3.25M Buy
23,235
+268
+1% +$37.6K 0.02% 210
2025
Q1 		$3.38M Buy
22,967
+21,178
+1,184% +$3.06M 0.02% 193
2024
Q4 		$234K Sell
1,789
-621
-26% -$86.9K ﹤0.01% 704
2024
Q3 		$375K Buy
2,410
+205
+9% +$33.1K ﹤0.01% 566
2024
Q2 		$344K Sell
2,205
-263
-11% -$39.6K ﹤0.01% 507
2024
Q1 		$334K Buy
2,468
+7
+0.3% +$927 ﹤0.01% 503
2023
Q4 		$331K Sell
2,461
-1,613
-40% -$210K ﹤0.01% 500
2023
Q3 		$552K Buy
4,074
+553
+16% +$75.5K 0.01% 374
2023
Q2 		$504K Buy
+3,521
New +$518K 0.01% 365
2023
Q1 		– Sell
-3,449
Closed -$468K – 540
2022
Q4 		$468K Buy
+3,449
New +$433K 0.01% 376
2021
Q2 		– Sell
-2,907
Closed -$289K – 392
2021
Q1 		$289K Buy
2,907
+356
+14% +$35.8K 0.01% 563
2020
Q4 		$255K Buy
2,551
+413
+19% +$43.7K 0.01% 488
2020
Q3 		$234K Buy
2,138
+86
+4% +$9.56K 0.01% 272
2020
Q2 		$217K Sell
2,052
-7,813
-79% -$807K 0.02% 253
2020
Q1 		$881K Buy
+9,865
New +$929K 0.04% 216
2019
Q1 		– Sell
-522
Closed -$40K – 111
2018
Q4 		$40K Buy
+522
New +$40.8K ﹤0.01% 215

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

Wealthspire Advisors (New York)'s AZN Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its AstraZeneca (AZN) stake by 29% in Q1 2026, selling an estimated $302K and leaving 3,865 shares worth $762K. The position accounts for 0.01% of the portfolio, ranked #464.

Wealthspire Advisors (New York) first reported a position in AZN in Q4 2018 and has held it in 19 quarters since. The position peaked at $3.38M in Q1 2025. 1,381 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Wealthspire Advisors (New York) held 3,865 shares of AstraZeneca worth $762K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 1,565 AstraZeneca shares in Q1 2026, an estimated $302K.
  • AstraZeneca made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #464 holding.
  • Wealthspire Advisors (New York) first reported a position in AstraZeneca in Q4 2018 and has held it in 19 quarters since.
  • Wealthspire Advisors (New York)'s AstraZeneca position peaked at $3.38M in Q1 2025.
  • 1,381 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.