Atria Wealth Solutions’s AstraZeneca AZN Stock Holding History

Atria Wealth Solutions’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	$923K	Sell	6,609 -14,763	-69%	-$2.07M	0.02%	667
2025 Q1	$3.14M	Sell	21,372 -3,646	-15%	-$528K	0.04%	480
2024 Q4	$3.28M	Buy	25,018 +3,485	+16%	+$488K	0.04%	480
2024 Q3	$3.36M	Buy	21,533 +1,463	+7%	+$236K	0.04%	457
2024 Q2	$3.13M	Buy	20,070 +4,220	+27%	+$635K	0.03%	475
2024 Q1	$2.15M	Sell	15,850 -701	-4%	-$92.8K	0.02%	610
2023 Q4	$2.23M	Buy	16,551 +5,324	+47%	+$692K	0.03%	572
2023 Q3	$1.52M	Buy	11,227 +153	+1%	+$20.9K	0.02%	652
2023 Q2	$1.59M	Sell	11,074 -1,266	-10%	-$186K	0.02%	659
2023 Q1	$1.71M	Buy	12,340 +328	+3%	+$44.1K	0.03%	591
2022 Q4	$1.63M	Buy	12,012 +59	+0.5%	+$7.4K	0.03%	588
2022 Q3	$1.31M	Buy	11,953 +449	+4%	+$57K	0.02%	625
2022 Q2	$1.54M	Buy	11,504 +3,618	+46%	+$475K	0.03%	535
2022 Q1	$1.05M	Buy	+7,886	New	+$946K	0.02%	711

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