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Carolinas Wealth Consulting’s AstraZeneca AZN Stock Holding History

Carolinas Wealth Consulting’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
-106
Closed -$15.6K – 78
2025
Q1 		$15.6K Buy
106
+2
+2% +$289 ﹤0.01% 478
2024
Q4 		$13.6K Buy
104
+1
+1% +$140 ﹤0.01% 515
2024
Q3 		$16.1K Sell
103
-2
-2% -$323 ﹤0.01% 498
2024
Q2 		$16.4K Buy
105
+4
+4% +$602 ﹤0.01% 501
2024
Q1 		$13.6K Buy
101
+23
+29% +$3.05K ﹤0.01% 522
2023
Q4 		$10.4K Buy
78
+4
+5% +$520 ﹤0.01% 533
2023
Q3 		$9.36K Buy
74
+7
+10% +$956 ﹤0.01% 527
2023
Q2 		$9.59K Sell
67
-284
-81% -$41.8K ﹤0.01% 595
2023
Q1 		$48.6K Sell
351
-128
-27% -$17.2K 0.01% 368
2022
Q4 		$65K Buy
479
+132
+38% +$16.6K 0.01% 315
2022
Q3 		$38K Buy
+347
New +$44K 0.01% 363
2021
Q3 		– Sell
-67
Closed -$8K – 933
2021
Q2 		$8K Hold
67
– – ﹤0.01% 625
2021
Q1 		$7K Sell
67
-567
-89% -$57K ﹤0.01% 653
2020
Q4 		$63K Sell
634
-32
-5% -$3.39K 0.02% 299
2020
Q3 		$73K Buy
666
+572
+609% +$63.6K 0.02% 228
2020
Q2 		$10K Buy
+94
New +$9.71K ﹤0.01% 337

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

Carolinas Wealth Consulting's AZN Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of AstraZeneca (AZN) in Q2 2025, closing a stake of 106 shares — an estimated $15.6K sold.

Carolinas Wealth Consulting first reported a position in AZN in Q2 2020 and held it in 16 quarters. The position peaked at $73K in Q3 2020. 1,223 funds tracked by Wall St. Rank hold AZN as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining AstraZeneca position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 106 AstraZeneca shares in Q2 2025, an estimated $15.6K.
  • Carolinas Wealth Consulting first reported a position in AstraZeneca in Q2 2020 and held it in 16 quarters.
  • Carolinas Wealth Consulting's AstraZeneca position peaked at $73K in Q3 2020.
  • 1,223 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.