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AstraZeneca shares owned by Strategies Wealth Advisors

Quarter-by-quarter ownership of AstraZeneca (AZN) shares owned by Strategies Wealth Advisors from 13F filings

Historical chart of Strategies Wealth Advisors investment in AstraZeneca

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in AstraZeneca by Strategies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $236k 3.1k 76.72
2025-06-30 $216k 3.1k 69.89
2025-03-31 $225k 3.1k 73.51

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Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)

View all positions for Strategies Wealth Advisors

Top funds holding AstraZeneca

PRIMECAP Management Company
Wellington Management Company
Capital Research and Management Company - Division 3
FMR
Fisher Investments
Franklin Resources
Sanders Capital
Goldman Sachs Group
Morgan Stanley
Atlantic Trust
Dimensional Fund Advisors
Holocene Advisors
BlackRock
Ameriprise Financial
Robeco Investment Management

View all funds holding AstraZeneca