Sax Wealth Advisors »

AstraZeneca shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of AstraZeneca shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in AstraZeneca

Tip: Access up to 7 years of quarterly data

All positions including AstraZeneca held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in AstraZeneca by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $404k 4.4k 91.93

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Putnam Etf Trust Focused Lar Cap (PVAL)
Apple (AAPL)

View all positions for Sax Wealth Advisors

Top funds holding AstraZeneca

PRIMECAP Management Company
Wellington Management Company
FMR
Fisher Investments
Franklin Resources
Capital Research and Management Company - Division 3
Goldman Sachs Group
Sanders Capital
Atlantic Trust
Dimensional Fund Advisors
BlackRock
Ameriprise Financial
Arrowstreet Capital, Limited Partnership
Citadel Advisors
Neuberger Berman Group

View all funds holding AstraZeneca