Financial Gravity Companies’s AstraZeneca AZN Stock Holding History

Financial Gravity Companies’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	$2.07M	Buy	+14,778	New	+$2.07M	0.41%	64
2024 Q4	$1.61M	Buy	+12,255	New	+$1.72M	0.37%	67
2018 Q4	$2K	Buy	+21	New	+$1.64K	﹤0.01%	890
2018 Q1	$3K	Sell	37 -25	-40%	-$1.73K	﹤0.01%	828
2017 Q4	$4K	Buy	+62	New	+$4.18K	﹤0.01%	746

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Gravity Companies's AZN Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in AstraZeneca (AZN) in Q2 2025: 14,778 shares worth $2.07M. The stake represents 0.41% of the portfolio and ranks #64 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in AZN as recently as Q4 2024.

Financial Gravity Companies first reported a position in AZN in Q4 2017 and has held it in 5 quarters since. 1,222 funds tracked by Wall St. Rank hold AZN as of Q2 2025.

Financial Gravity Companies held 14,778 shares of AstraZeneca worth $2.07M as of Q2 2025.
AstraZeneca was a new Financial Gravity Companies position in Q2 2025.
AstraZeneca made up 0.41% of Financial Gravity Companies's portfolio in Q2 2025, its #64 holding.
Financial Gravity Companies first reported a position in AstraZeneca in Q4 2017 and has held it in 5 quarters since.
1,222 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.