Alpine Bank Wealth Management’s AstraZeneca AZN Stock Holding History

Alpine Bank Wealth Management’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
2025 Q4	–	Sell	-350	Closed	-$53.7K	–	169
2025 Q3	$53.7K	Sell	350 -227	-39%	-$34.4K	0.01%	233
2025 Q2	$80.6K	Buy	577 +84	+17%	+$11.8K	0.01%	209
2025 Q1	$72.5K	Buy	+493	New	+$71.3K	0.01%	206
2024 Q3	$282K	Buy	+1,810	New	+$292K	0.05%	126

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alpine Bank Wealth Management's AZN Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of AstraZeneca (AZN) in Q4 2025, closing a stake of 350 shares — an estimated $53.7K sold.

Alpine Bank Wealth Management first reported a position in AZN in Q3 2024 and held it in 4 quarters. The position peaked at $282K in Q3 2024. 1,406 funds tracked by Wall St. Rank hold AZN as of Q4 2025.

Alpine Bank Wealth Management reported no remaining AstraZeneca position as of Q4 2025 after selling out during the quarter.
Alpine Bank Wealth Management sold 350 AstraZeneca shares in Q4 2025, an estimated $53.7K.
Alpine Bank Wealth Management first reported a position in AstraZeneca in Q3 2024 and held it in 4 quarters.
Alpine Bank Wealth Management's AstraZeneca position peaked at $282K in Q3 2024.
1,406 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.