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Capital A Wealth Management’s AstraZeneca AZN Stock Holding History

Capital A 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
-77
Closed -$11.2K – 455
2025
Q1 		$11.2K Hold
77
– – 0.01% 283
2024
Q4 		$10K Buy
+77
New +$10.8K 0.02% 306

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

Capital A Wealth Management's AZN Position: Q2 2025 in Review

Capital A Wealth Management sold out of AstraZeneca (AZN) in Q2 2025, closing a stake of 77 shares — an estimated $11.2K sold.

Capital A Wealth Management first reported a position in AZN in Q4 2024 and held it in 2 quarters. The position peaked at $11.2K in Q1 2025. 1,222 funds tracked by Wall St. Rank hold AZN as of Q2 2025.

  • Capital A Wealth Management reported no remaining AstraZeneca position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 77 AstraZeneca shares in Q2 2025, an estimated $11.2K.
  • Capital A Wealth Management first reported a position in AstraZeneca in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's AstraZeneca position peaked at $11.2K in Q1 2025.
  • 1,222 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.