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Compound Global Advisors’s AstraZeneca AZN Stock Holding History

Compound Global Advisors’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
Q1 		– Sell
-2,000
Closed -$262K – 42
2024
Q4 		$262K Buy
+2,000
New +$280K 1.07% 36
2024
Q1 		$3.44M Sell
25,386
-27,072
-52% -$3.58M 0.51% 40
2023
Q4 		$7.07M Sell
52,458
-4,071
-7% -$529K 1.31% 31
2023
Q3 		$7.66M Buy
+56,529
New +$7.72M 1.68% 26
2023
Q2 		– Sell
-55,258
Closed -$7.67M – 35
2023
Q1 		$7.67M Sell
55,258
-31,392
-36% -$4.22M 1.95% 24
2022
Q4 		$11.7M Buy
+86,650
New +$10.9M 3.35% 14

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Compound Global Advisors's AZN Position: Q1 2025 in Review

Compound Global Advisors sold out of AstraZeneca (AZN) in Q1 2025, closing a stake of 2,000 shares — an estimated $262K sold.

Compound Global Advisors first reported a position in AZN in Q4 2022 and held it in 6 quarters. The position peaked at $11.7M in Q4 2022. 1,249 funds tracked by Wall St. Rank hold AZN as of Q1 2025.

  • Compound Global Advisors reported no remaining AstraZeneca position as of Q1 2025 after selling out during the quarter.
  • Compound Global Advisors sold 2,000 AstraZeneca shares in Q1 2025, an estimated $262K.
  • Compound Global Advisors first reported a position in AstraZeneca in Q4 2022 and held it in 6 quarters.
  • Compound Global Advisors's AstraZeneca position peaked at $11.7M in Q4 2022.
  • 1,249 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2025.

Based on Compound Global Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.