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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 $999B AUM 46.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's AZN Position: Q2 2025 in Review

Atria Wealth Solutions reduced its AstraZeneca (AZN) stake by 69% in Q2 2025, selling an estimated $2.07M and leaving 6,609 shares worth $923K. The position accounts for 0.02% of the portfolio, ranked #667.

Atria Wealth Solutions first reported a position in AZN in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.36M in Q3 2024. 1,222 funds tracked by Wall St. Rank hold AZN as of Q2 2025.

  • Atria Wealth Solutions held 6,609 shares of AstraZeneca worth $923K as of Q2 2025.
  • Atria Wealth Solutions sold 14,763 AstraZeneca shares in Q2 2025, an estimated $2.07M.
  • AstraZeneca made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #667 holding.
  • Atria Wealth Solutions first reported a position in AstraZeneca in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's AstraZeneca position peaked at $3.36M in Q3 2024.
  • 1,222 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.