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Centricity Wealth Management’s AstraZeneca AZN Stock Holding History

Centricity 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 		$14K Hold
100
– – 0.01% 297
2025
Q1 		$14.7K Hold
100
– – 0.01% 284
2024
Q4 		$13.1K Buy
+100
New +$14K 0.01% 297

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

Centricity Wealth Management's AZN Position: Q2 2025 in Review

Centricity Wealth Management held its AstraZeneca (AZN) position steady in Q2 2025 at 100 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #297.

Centricity Wealth Management first reported a position in AZN in Q4 2024 and has held it in 3 quarters since. The position peaked at $14.7K in Q1 2025. 1,222 funds tracked by Wall St. Rank hold AZN as of Q2 2025.

  • Centricity Wealth Management held 100 shares of AstraZeneca worth $14K as of Q2 2025.
  • Centricity Wealth Management left its AstraZeneca share count unchanged in Q2 2025.
  • AstraZeneca made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #297 holding.
  • Centricity Wealth Management first reported a position in AstraZeneca in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's AstraZeneca position peaked at $14.7K in Q1 2025.
  • 1,222 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.