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Financial Advocates Investment Management’s AstraZeneca AZN Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-3,525
Closed -$493K – 136
2025
Q2 		$493K Sell
3,525
-2,687
-43% -$377K 0.04% 363
2025
Q1 		$913K Sell
6,212
-282
-4% -$40.8K 0.06% 296
2024
Q4 		$851K Sell
6,494
-986
-13% -$138K 0.05% 334
2024
Q3 		$1.17M Buy
7,480
+99
+1% +$16K 0.07% 275
2024
Q2 		$1.15M Buy
7,381
+1,089
+17% +$164K 0.07% 258
2024
Q1 		$853K Buy
6,292
+7
+0.1% +$927 0.05% 338
2023
Q4 		$847K Buy
6,285
+735
+13% +$95.5K 0.06% 318
2023
Q3 		$752K Buy
5,550
+892
+19% +$122K 0.05% 325
2023
Q2 		$667K Sell
4,658
-7
-0.2% -$1.03K 0.05% 342
2023
Q1 		$648K Sell
4,665
-36
-0.8% -$4.84K 0.05% 371
2022
Q4 		$637K Buy
4,701
+1,486
+46% +$186K 0.05% 397
2022
Q3 		$536K Buy
3,215
+931
+41% +$118K 0.04% 401
2022
Q2 		$302K Buy
2,284
+36
+2% +$4.72K 0.02% 502
2022
Q1 		$299K Buy
2,248
+55
+3% +$6.6K 0.02% 577
2021
Q4 		$265K Sell
2,193
-84
-4% -$9.88K 0.02% 661
2021
Q3 		$273K Buy
2,277
+555
+32% +$64.6K 0.02% 628
2021
Q2 		$206K Buy
+1,722
New +$189K 0.01% 696
2020
Q3 		– Sell
-1,940
Closed -$216K – 630
2020
Q2 		$205K Buy
+1,940
New +$200K 0.02% 563

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 $484B AUM 34.9% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Advocates Investment Management's AZN Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of AstraZeneca (AZN) in Q3 2025, closing a stake of 3,525 shares — an estimated $493K sold.

Financial Advocates Investment Management first reported a position in AZN in Q2 2020 and held it in 18 quarters. The position peaked at $1.17M in Q3 2024. 1,288 funds tracked by Wall St. Rank hold AZN as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining AstraZeneca position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,525 AstraZeneca shares in Q3 2025, an estimated $493K.
  • Financial Advocates Investment Management first reported a position in AstraZeneca in Q2 2020 and held it in 18 quarters.
  • Financial Advocates Investment Management's AstraZeneca position peaked at $1.17M in Q3 2024.
  • 1,288 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.