CarsonAllaria Wealth Management’s AstraZeneca AZN Stock Holding History

CarsonAllaria 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 Q3	–	Sell	-109	Closed	-$15.2K	–	94
2025 Q2	$15.2K	Hold	109	–	–	0.01%	222
2025 Q1	$16K	Hold	109	–	–	0.01%	212
2024 Q4	$14.3K	Hold	109	–	–	0.01%	220
2024 Q3	$17K	Sell	109 -159	-59%	-$25.7K	0.01%	217
2024 Q2	$41.8K	Buy	268 +168	+168%	+$25.3K	0.03%	133
2024 Q1	$13.6K	Hold	100	–	–	0.01%	221
2023 Q4	$13.5K	Hold	100	–	–	0.01%	196
2023 Q3	$13.5K	Hold	100	–	–	0.01%	187
2023 Q2	$14.3K	Hold	100	–	–	0.01%	194
2023 Q1	$13.9K	Hold	100	–	–	0.01%	188
2022 Q4	$14K	Hold	100	–	–	0.01%	174
2022 Q3	$11K	Hold	100	–	–	0.01%	178
2022 Q2	$13K	Hold	100	–	–	0.01%	171
2022 Q1	$13K	Hold	100	–	–	0.01%	177
2021 Q4	$12K	Buy	+100	New	+$11.8K	0.01%	197

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CarsonAllaria Wealth Management's AZN Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of AstraZeneca (AZN) in Q3 2025, closing a stake of 109 shares — an estimated $15.2K sold.

CarsonAllaria Wealth Management first reported a position in AZN in Q4 2021 and held it in 15 quarters. The position peaked at $41.8K in Q2 2024. 1,289 funds tracked by Wall St. Rank hold AZN as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining AstraZeneca position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 109 AstraZeneca shares in Q3 2025, an estimated $15.2K.
CarsonAllaria Wealth Management first reported a position in AstraZeneca in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's AstraZeneca position peaked at $41.8K in Q2 2024.
1,289 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.