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Donaldson Capital Management’s AstraZeneca AZN Stock Holding History

Donaldson Capital 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
-1,368
Closed -$210K – 232
2025
Q3 		$210K Buy
+1,368
New +$207K 0.01% 231

Other funds holding AZN

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Donaldson Capital Management's AZN Position: Q4 2025 in Review

Donaldson Capital Management sold out of AstraZeneca (AZN) in Q4 2025, closing a stake of 1,368 shares — an estimated $210K sold.

Donaldson Capital Management first reported a position in AZN in Q3 2025 and held it in 1 quarter. The position peaked at $210K in Q3 2025. 1,406 funds tracked by Wall St. Rank hold AZN as of Q4 2025.

  • Donaldson Capital Management reported no remaining AstraZeneca position as of Q4 2025 after selling out during the quarter.
  • Donaldson Capital Management sold 1,368 AstraZeneca shares in Q4 2025, an estimated $210K.
  • Donaldson Capital Management first reported a position in AstraZeneca in Q3 2025 and held it in 1 quarter.
  • Donaldson Capital Management's AstraZeneca position peaked at $210K in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2025.

Based on Donaldson Capital Management's 13F filing for Q4 2025, filed 14 Jan 2026.