AWA
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Arete Wealth Advisors’s AstraZeneca AZN Stock Holding History

Arete Wealth Advisors’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
-4,347
Closed -$671K – 388
2025
Q3 		$671K Buy
4,347
+363
+9% +$54.9K 0.04% 363
2025
Q2 		$557K Sell
3,984
-74
-2% -$10.4K 0.04% 379
2025
Q1 		$597K Sell
4,058
-179
-4% -$25.9K 0.05% 343
2024
Q4 		$555K Buy
4,237
+2,100
+98% +$294K 0.04% 383
2024
Q3 		$333K Sell
2,137
-3,673
-63% -$593K 0.03% 490
2024
Q2 		$906K Buy
5,810
+315
+6% +$47.4K 0.07% 258
2024
Q1 		$745K Sell
5,495
-58
-1% -$7.68K 0.07% 250
2023
Q4 		$748K Buy
5,553
+153
+3% +$19.9K 0.06% 311
2023
Q3 		$731K Buy
5,400
+149
+3% +$20.4K 0.13% 176
2023
Q2 		$752K Sell
5,251
-74
-1% -$10.9K 0.07% 274
2023
Q1 		$739K Sell
5,325
-786
-13% -$106K 0.06% 267
2022
Q4 		$829K Buy
6,111
+625
+11% +$78.4K 0.07% 234
2022
Q3 		$602K Buy
+5,486
New +$696K 0.06% 266
2022
Q2 		– Sell
-2,983
Closed -$396K – 459
2022
Q1 		$396K Sell
2,983
-101
-3% -$12.1K 0.03% 336
2021
Q4 		$359K Buy
+3,084
New +$363K 0.03% 349
2020
Q4 		– Sell
-3,057
Closed -$331K – 405
2020
Q3 		$331K Sell
3,057
-4,680
-60% -$521K 0.05% 276
2020
Q2 		$818K Buy
7,737
+4,972
+180% +$513K 0.14% 166
2020
Q1 		$247K Buy
2,765
+20
+0.7% +$1.88K 0.05% 276
2019
Q4 		$274K Sell
2,745
-40
-1% -$3.77K 0.05% 314
2019
Q3 		$248K Buy
+2,785
New +$241K 0.05% 330

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arete Wealth Advisors's AZN Position: Q4 2025 in Review

Arete Wealth Advisors sold out of AstraZeneca (AZN) in Q4 2025, closing a stake of 4,347 shares — an estimated $671K sold.

Arete Wealth Advisors first reported a position in AZN in Q3 2019 and held it in 20 quarters. The position peaked at $906K in Q2 2024. 1,407 funds tracked by Wall St. Rank hold AZN as of Q4 2025.

  • Arete Wealth Advisors reported no remaining AstraZeneca position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,347 AstraZeneca shares in Q4 2025, an estimated $671K.
  • Arete Wealth Advisors first reported a position in AstraZeneca in Q3 2019 and held it in 20 quarters.
  • Arete Wealth Advisors's AstraZeneca position peaked at $906K in Q2 2024.
  • 1,407 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.