Fairfield Financial Advisors’s AstraZeneca AZN Stock Holding History

Fairfield Financial 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	-1,121	Closed	-$147K	–	81
2024 Q4	$147K	Sell	1,121 -295	-21%	-$41.3K	0.05%	76
2024 Q3	$221K	Sell	1,416 -73	-5%	-$11.8K	0.08%	67
2024 Q2	$232K	Buy	+1,489	New	+$224K	0.07%	61
2023 Q4	$168K	Buy	1,245 +467	+60%	+$60.7K	0.06%	81
2023 Q3	$105K	Sell	778 -144	-16%	-$19.7K	0.04%	94
2023 Q2	$132K	Hold	922	–	–	0.05%	81
2023 Q1	$128K	Buy	922 +13	+1%	+$1.75K	0.06%	86
2022 Q4	$123K	Hold	909	–	–	0.06%	87
2022 Q3	$99.7K	Sell	909 -68	-7%	-$8.63K	0.05%	88
2022 Q2	$129K	Hold	977	–	–	0.06%	77
2022 Q1	$130K	Buy	+977	New	+$117K	0.05%	76

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 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