Delos Wealth Advisors’s AstraZeneca AZN Stock Holding History

Delos Wealth 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 Q3	–	Sell	-27	Closed	-$3.77K	–	290
2025 Q2	$3.77K	Buy	+27	New	+$3.78K	﹤0.01%	214
2025 Q1	–	Sell	-27	Closed	-$3.54K	–	66
2024 Q4	$3.54K	Buy	+27	New	+$3.78K	﹤0.01%	149
2024 Q1	–	Sell	-7	Closed	-$943	–	359
2023 Q4	$943	Hold	7	–	–	﹤0.01%	194
2023 Q3	$950	Hold	7	–	–	﹤0.01%	227
2023 Q2	$1K	Hold	7	–	–	﹤0.01%	217
2023 Q1	$972	Hold	7	–	–	﹤0.01%	225
2022 Q4	$949	Hold	7	–	–	﹤0.01%	240
2022 Q3	$1K	Buy	+7	New	+$888	﹤0.01%	209

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