Bellwether Advisors’s AstraZeneca AZN Stock Holding History

Bellwether 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 Q3	–	Sell	-2	Closed	-$210	–	167
2025 Q2	$210	Hold	2	–	–	﹤0.01%	570
2025 Q1	$220	Hold	2	–	–	﹤0.01%	492
2024 Q4	$197	Buy	+2	New	+$280	﹤0.01%	498
2023 Q2	–	Sell	-1,690	Closed	-$235K	–	115
2023 Q1	$235K	Hold	1,690	–	–	0.06%	118
2022 Q4	$229K	Hold	1,690	–	–	0.07%	116
2022 Q3	$185K	Hold	1,690	–	–	0.06%	103
2022 Q2	$223K	Sell	1,690 -81	-5%	-$10.6K	0.07%	110
2022 Q1	$234K	Hold	1,771	–	–	0.07%	130
2021 Q4	$206K	Hold	1,771	–	–	0.06%	122
2021 Q3	$212K	Buy	1,771 +81	+5%	+$9.43K	0.07%	144
2021 Q2	$202K	Hold	1,690	–	–	0.07%	128
2021 Q1	$168K	Hold	1,690	–	–	0.07%	118
2020 Q4	$168K	Buy	+1,690	New	+$179K	0.07%	111

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bellwether Advisors's AZN Position: Q3 2025 in Review

Bellwether Advisors sold out of AstraZeneca (AZN) in Q3 2025, closing a stake of 2 shares — an estimated $210 sold.

Bellwether Advisors first reported a position in AZN in Q4 2020 and held it in 13 quarters. The position peaked at $235K in Q1 2023. 1,288 funds tracked by Wall St. Rank hold AZN as of Q3 2025.

Bellwether Advisors reported no remaining AstraZeneca position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 2 AstraZeneca shares in Q3 2025, an estimated $210.
Bellwether Advisors first reported a position in AstraZeneca in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's AstraZeneca position peaked at $235K in Q1 2023.
1,288 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.