Cherry Tree Wealth Management’s AstraZeneca AZN Stock Holding History

Cherry Tree 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 Q4	–	Sell	-167	Closed	-$25.6K	–	594
2025 Q3	$25.6K	Hold	167	–	–	0.01%	312
2025 Q2	$23.3K	Hold	167	–	–	0.01%	322
2025 Q1	$24.5K	Hold	167	–	–	0.01%	318
2024 Q4	$21.9K	Hold	167	–	–	0.01%	327
2024 Q3	$26K	Hold	167	–	–	0.01%	308
2024 Q2	$26K	Sell	167 -26	-13%	-$3.91K	0.01%	302
2024 Q1	$26.1K	Buy	193 +26	+16%	+$3.44K	0.01%	301
2023 Q4	$22.5K	Hold	167	–	–	0.01%	298
2023 Q3	$22.6K	Hold	167	–	–	0.01%	283
2023 Q2	$23.9K	Buy	+167	New	+$24.6K	0.01%	277

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Cherry Tree Wealth Management's AZN Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of AstraZeneca (AZN) in Q4 2025, closing a stake of 167 shares — an estimated $25.6K sold.

Cherry Tree Wealth Management first reported a position in AZN in Q2 2023 and held it in 10 quarters. The position peaked at $26.1K in Q1 2024. 1,406 funds tracked by Wall St. Rank hold AZN as of Q4 2025.

Cherry Tree Wealth Management reported no remaining AstraZeneca position as of Q4 2025 after selling out during the quarter.
Cherry Tree Wealth Management sold 167 AstraZeneca shares in Q4 2025, an estimated $25.6K.
Cherry Tree Wealth Management first reported a position in AstraZeneca in Q2 2023 and held it in 10 quarters.
Cherry Tree Wealth Management's AstraZeneca position peaked at $26.1K in Q1 2024.
1,406 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.