Altus Wealth Management’s AstraZeneca AZN Stock Holding History

Altus 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 Q2	–	Sell	-2,122	Closed	-$312K	–	32
2025 Q1	$312K	Hold	2,122	–	–	0.15%	33
2024 Q4	$278K	Hold	2,122	–	–	0.12%	36
2024 Q3	$331K	Hold	2,122	–	–	0.16%	33
2024 Q2	$331K	Hold	2,122	–	–	0.16%	31
2024 Q1	$287K	Hold	2,122	–	–	0.15%	33
2023 Q4	$286K	Hold	2,122	–	–	0.17%	33
2023 Q3	$287K	Hold	2,122	–	–	0.2%	29
2023 Q2	$304K	Hold	2,122	–	–	0.24%	22
2023 Q1	$295K	Hold	2,122	–	–	0.24%	22
2022 Q4	$288K	Hold	2,122	–	–	0.25%	21
2022 Q3	$233K	Hold	2,122	–	–	0.2%	29
2022 Q2	$280K	Hold	2,122	–	–	0.22%	29
2022 Q1	$281K	Hold	2,122	–	–	0.19%	31
2021 Q4	$247K	Hold	2,122	–	–	0.15%	32
2021 Q3	$255K	Hold	2,122	–	–	0.16%	32
2021 Q2	$254K	Hold	2,122	–	–	0.16%	31
2021 Q1	$211K	Hold	2,122	–	–	0.15%	32
2020 Q4	$212K	Hold	2,122	–	–	0.16%	31
2020 Q3	$233K	Hold	2,122	–	–	0.21%	29
2020 Q2	$224K	Buy	+2,122	New	+$219K	0.25%	26
2020 Q1	–	Sell	-2,122	Closed	-$212K	–	26
2019 Q4	$212K	Buy	+2,122	New	+$200K	0.21%	32

Other funds holding AZN

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return