Foresight Global Investors, Inc. AZN ASTRAZENECA PLC

Ownership history in Foresight Global Investors, Inc.  ·  7 quarters on record

AI Ownership Summary

Foresight Global Investors, Inc. reported ASTRAZENECA PLC (AZN) in 7 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 25.0% in 2025 Q4. The latest visible filing shows AZN at 18.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AZN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Foresight Global Investors, Inc.'s position in ASTRAZENECA PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AZN was reported at 18.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
25.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Foresight Global Investors, Inc. held AZN — position size vs. price
% of Fund (quarterly)    AZN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 50.0% -3.2% 145,297 -145,375 -50.0% 18.60% $28.7M 2026-05-13 $187.72
2025 Q4 ADDED 290,672 +47,495 +19.5% 25.00% $51.0M 2026-02-13 $203.43
2025 Q3 REDUCED 5.8% +20.6% 243,177 -14,851 -5.8% 11.08% $18.7M 2025-11-12 $173.55
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Foresight Global Investors, Inc. and AZN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Foresight Global Investors, Inc. reported owning AZN?

Foresight Global Investors, Inc. reported AZN across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported AZN position in Foresight Global Investors, Inc.'s portfolio?

The largest reported portfolio weight for AZN was 25.00% in 2025 Q4.

What is the latest reported AZN position on this page?

The most recent filing on this page is 2026 Q1, when Foresight Global Investors, Inc. reported 145,297 shares, equal to 18.60% of portfolio, with an estimated market value of $28.7M.

What does the chart on this AZN ownership page compare?

The chart compares Foresight Global Investors, Inc.'s quarterly AZN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Foresight Global Investors, Inc. time their AZN position?

Based on 13F filing dates vs. subsequent AZN price moves, Foresight Global Investors, Inc. correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on AZN relative to SPY over the holding period was -21.4%.

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