Eagle Strategies’s AstraZeneca AZN Stock Holding History

Eagle Strategies’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	-2,868	Closed	-$376K	–	214
2024 Q4	$376K	Sell	2,868 -1,668	-37%	-$234K	0.07%	157
2024 Q3	$707K	Sell	4,536 -569	-11%	-$91.8K	0.13%	111
2024 Q2	$796K	Buy	+5,105	New	+$768K	0.15%	106
2024 Q1	–	Sell	-4,521	Closed	-$609K	–	270
2023 Q4	$609K	Buy	4,521 +15	+0.3%	+$1.95K	0.13%	110
2023 Q3	$610K	Buy	4,506 +921	+26%	+$126K	0.15%	106
2023 Q2	$513K	Buy	3,585 +114	+3%	+$16.8K	0.12%	116
2023 Q1	$482K	Buy	3,471 +409	+13%	+$55K	0.12%	113
2022 Q4	$415K	Buy	3,062 +577	+23%	+$72.4K	0.12%	109
2022 Q3	$273K	Buy	+2,485	New	+$315K	0.14%	84

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Eagle Strategies's AZN Position: Q1 2025 in Review

Eagle Strategies sold out of AstraZeneca (AZN) in Q1 2025, closing a stake of 2,868 shares — an estimated $376K sold.

Eagle Strategies first reported a position in AZN in Q3 2022 and held it in 9 quarters. The position peaked at $796K in Q2 2024. 1,251 funds tracked by Wall St. Rank hold AZN as of Q1 2025.

Eagle Strategies reported no remaining AstraZeneca position as of Q1 2025 after selling out during the quarter.
Eagle Strategies sold 2,868 AstraZeneca shares in Q1 2025, an estimated $376K.
Eagle Strategies first reported a position in AstraZeneca in Q3 2022 and held it in 9 quarters.
Eagle Strategies's AstraZeneca position peaked at $796K in Q2 2024.
1,251 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2025.

Based on Eagle Strategies's 13F filing for Q1 2025, filed 23 Apr 2025.