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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

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

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

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

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Altus Wealth Management's AZN Position: Q2 2025 in Review

Altus Wealth Management sold out of AstraZeneca (AZN) in Q2 2025, closing a stake of 2,122 shares — an estimated $312K sold.

Altus Wealth Management first reported a position in AZN in Q4 2019 and held it in 21 quarters. The position peaked at $331K in Q2 2024. 1,222 funds tracked by Wall St. Rank hold AZN as of Q2 2025.

Altus Wealth Management reported no remaining AstraZeneca position as of Q2 2025 after selling out during the quarter.
Altus Wealth Management sold 2,122 AstraZeneca shares in Q2 2025, an estimated $312K.
Altus Wealth Management first reported a position in AstraZeneca in Q4 2019 and held it in 21 quarters.
Altus Wealth Management's AstraZeneca position peaked at $331K in Q2 2024.
1,222 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2025.

Based on Altus Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.