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Fermata Advisors’s AstraZeneca AZN Stock Holding History

Fermata 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
Q2 		– Sell
-1,993
Closed -$293K – 230
2025
Q1 		$293K Buy
+1,993
New +$288K 0.05% 220
2024
Q4 		– Sell
-1,328
Closed -$207K – 270
2024
Q3 		$207K Buy
+1,328
New +$214K 0.04% 235

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

Fermata Advisors's AZN Position: Q2 2025 in Review

Fermata Advisors sold out of AstraZeneca (AZN) in Q2 2025, closing a stake of 1,993 shares — an estimated $293K sold.

Fermata Advisors first reported a position in AZN in Q3 2024 and held it in 2 quarters. The position peaked at $293K in Q1 2025. 1,223 funds tracked by Wall St. Rank hold AZN as of Q2 2025.

  • Fermata Advisors reported no remaining AstraZeneca position as of Q2 2025 after selling out during the quarter.
  • Fermata Advisors sold 1,993 AstraZeneca shares in Q2 2025, an estimated $293K.
  • Fermata Advisors first reported a position in AstraZeneca in Q3 2024 and held it in 2 quarters.
  • Fermata Advisors's AstraZeneca position peaked at $293K in Q1 2025.
  • 1,223 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2025.

Based on Fermata Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.