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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return