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Congress Wealth Management’s AstraZeneca AZN Stock Holding History

Congress 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 		$2.36M Buy
16,875
+8,719
+107% +$1.22M 0.02% 530
2025
Q1 		$1.2M Buy
8,156
+637
+8% +$92.2K 0.01% 594
2024
Q4 		$985K Buy
7,519
+2,840
+61% +$398K 0.01% 520
2024
Q3 		$729K Buy
+4,679
New +$755K 0.01% 571

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

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

Congress Wealth Management increased its AstraZeneca (AZN) stake by 107% in Q2 2025, buying an estimated $1.22M and bringing the position to 16,875 shares worth $2.36M. The position accounts for 0.02% of the portfolio, ranked #530.

Congress Wealth Management first reported a position in AZN in Q3 2024 and has held it in 4 quarters since. 1,222 funds tracked by Wall St. Rank hold AZN as of Q2 2025.

  • Congress Wealth Management held 16,875 shares of AstraZeneca worth $2.36M as of Q2 2025.
  • Congress Wealth Management bought 8,719 AstraZeneca shares in Q2 2025, an estimated $1.22M.
  • AstraZeneca made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #530 holding.
  • Congress Wealth Management first reported a position in AstraZeneca in Q3 2024 and has held it in 4 quarters since.
  • 1,222 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.