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Callan Capital’s AstraZeneca AZN Stock Holding History

Callan Capital’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
Q1 		$872K Buy
5,933
+901
+18% +$130K 0.06% 131
2024
Q4 		$659K Sell
5,032
-432
-8% -$60.5K 0.05% 145
2024
Q3 		$851K Buy
5,464
+285
+6% +$46K 0.06% 125
2024
Q2 		$808K Buy
5,179
+2,638
+104% +$397K 0.07% 124
2024
Q1 		$344K Sell
2,541
-875
-26% -$116K 0.03% 184
2023
Q4 		$460K Buy
3,416
+795
+30% +$103K 0.04% 131
2023
Q3 		$355K Buy
2,621
+1,131
+76% +$154K 0.04% 143
2023
Q2 		$213K Sell
1,490
-34
-2% -$5K 0.02% 172
2023
Q1 		$211K Hold
1,524
– – 0.02% 169
2022
Q4 		$207K Buy
+1,524
New +$191K 0.03% 175

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Callan Capital's AZN Position: Q1 2025 in Review

Callan Capital increased its AstraZeneca (AZN) stake by 18% in Q1 2025, buying an estimated $130K and bringing the position to 5,933 shares worth $872K. The position accounts for 0.06% of the portfolio, ranked #131.

Callan Capital first reported a position in AZN in Q4 2022 and has held it in 10 quarters since. 1,250 funds tracked by Wall St. Rank hold AZN as of Q1 2025.

  • Callan Capital held 5,933 shares of AstraZeneca worth $872K as of Q1 2025.
  • Callan Capital bought 901 AstraZeneca shares in Q1 2025, an estimated $130K.
  • AstraZeneca made up 0.06% of Callan Capital's portfolio in Q1 2025, its #131 holding.
  • Callan Capital first reported a position in AstraZeneca in Q4 2022 and has held it in 10 quarters since.
  • 1,250 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.