FineMark National Bank & Trust’s AstraZeneca AZN Stock Holding History

FineMark National Bank & Trust’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 Q4	–	Sell	-1,423	Closed	-$218K	–	452
2025 Q3	$218K	Buy	+1,423	New	+$215K	0.01%	420
2024 Q4	–	Sell	-1,374	Closed	-$214K	–	436
2024 Q3	$214K	Buy	+1,374	New	+$222K	0.01%	400
2023 Q3	–	Sell	-1,643	Closed	-$235K	–	418
2023 Q2	$235K	Buy	+1,643	New	+$242K	0.01%	384
2015 Q4	–	Sell	-1,256	Closed	-$80K	–	1354
2015 Q3	$80K	Sell	1,256 -102	-8%	-$6.71K	0.01%	506
2015 Q2	$86K	Buy	1,358 +1,274	+1,517%	+$87.2K	0.01%	521
2015 Q1	$6K	Sell	84 -330	-80%	-$22.9K	﹤0.01%	1091
2014 Q4	$29K	Buy	414 +330	+393%	+$23.6K	﹤0.01%	815
2014 Q3	$6K	Sell	84 -168	-67%	-$12.3K	﹤0.01%	1096
2014 Q2	$18K	Sell	252 -1,791	-88%	-$129K	﹤0.01%	916
2014 Q1	$133K	Sell	2,043 -65	-3%	-$4.2K	0.02%	388
2013 Q4	$125K	Sell	2,108 -1,022	-33%	-$55.5K	0.03%	390
2013 Q3	$163K	Buy	3,130 +632	+25%	+$31.7K	0.04%	335
2013 Q2	$118K	Buy	+2,498	New	+$127K	0.04%	369

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FineMark National Bank & Trust's AZN Position: Q4 2025 in Review

FineMark National Bank & Trust sold out of AstraZeneca (AZN) in Q4 2025, closing a stake of 1,423 shares — an estimated $218K sold.

FineMark National Bank & Trust first reported a position in AZN in Q2 2013 and held it in 13 quarters. The position peaked at $235K in Q2 2023. 1,406 funds tracked by Wall St. Rank hold AZN as of Q4 2025.

FineMark National Bank & Trust reported no remaining AstraZeneca position as of Q4 2025 after selling out during the quarter.
FineMark National Bank & Trust sold 1,423 AstraZeneca shares in Q4 2025, an estimated $218K.
FineMark National Bank & Trust first reported a position in AstraZeneca in Q2 2013 and held it in 13 quarters.
FineMark National Bank & Trust's AstraZeneca position peaked at $235K in Q2 2023.
1,406 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.