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Bernard Wealth Management’s AstraZeneca AZN Stock Holding History

Bernard Wealth Management’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
-9
Closed -$1.32K – 318
2025
Q1 		$1.32K Buy
+9
New +$1.3K ﹤0.01% 338

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bernard Wealth Management's AZN Position: Q2 2025 in Review

Bernard Wealth Management sold out of AstraZeneca (AZN) in Q2 2025, closing a stake of 9 shares — an estimated $1.32K sold.

Bernard Wealth Management first reported a position in AZN in Q1 2025 and held it in 1 quarter. The position peaked at $1.32K in Q1 2025. 1,222 funds tracked by Wall St. Rank hold AZN as of Q2 2025.

  • Bernard Wealth Management reported no remaining AstraZeneca position as of Q2 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 9 AstraZeneca shares in Q2 2025, an estimated $1.32K.
  • Bernard Wealth Management first reported a position in AstraZeneca in Q1 2025 and held it in 1 quarter.
  • Bernard Wealth Management's AstraZeneca position peaked at $1.32K in Q1 2025.
  • 1,222 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.