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	–	116
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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Fidelity Investments

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

Fisher Asset Management

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

Franklin Resources

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

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return