Atala Financial’s AstraZeneca AZN Stock Holding History

Atala Financial’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	-50	Closed	-$7.35K	–	160
2025 Q1	$7.35K	Hold	50	–	–	0.01%	358
2024 Q4	$6.55K	Buy	+50	New	+$7K	﹤0.01%	390

Other funds holding AZN

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

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

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

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

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

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

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

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

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

Atala Financial's AZN Position: Q2 2025 in Review

Atala Financial sold out of AstraZeneca (AZN) in Q2 2025, closing a stake of 50 shares — an estimated $7.35K sold.

Atala Financial first reported a position in AZN in Q4 2024 and held it in 2 quarters. The position peaked at $7.35K in Q1 2025. 1,222 funds tracked by Wall St. Rank hold AZN as of Q2 2025.

Atala Financial reported no remaining AstraZeneca position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 50 AstraZeneca shares in Q2 2025, an estimated $7.35K.
Atala Financial first reported a position in AstraZeneca in Q4 2024 and held it in 2 quarters.
Atala Financial's AstraZeneca position peaked at $7.35K in Q1 2025.
1,222 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.