Glass Jacobson Investment Advisors’s AstraZeneca AZN Stock Holding History

Glass Jacobson Investment 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	-46	Closed	-$6.03K	–	585
2025 Q1	$6.03K	Hold	46	–	–	﹤0.01%	654
2024 Q4	$6.03K	Hold	46	–	–	﹤0.01%	654
2024 Q3	$7.17K	Hold	46	–	–	﹤0.01%	603
2024 Q2	$7.18K	Hold	46	–	–	﹤0.01%	589
2024 Q1	$6.23K	Sell	46 -105	-70%	-$13.9K	﹤0.01%	603
2023 Q4	$20.3K	Sell	151 -4	-3%	-$520	0.01%	440
2023 Q3	$21K	Buy	155 +103	+198%	+$14.1K	0.01%	422
2023 Q2	$7.37K	Buy	+52	New	+$7.65K	﹤0.01%	537
2022 Q4	$7.66K	Buy	+57	New	+$7.15K	﹤0.01%	545

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

Glass Jacobson Investment Advisors's AZN Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of AstraZeneca (AZN) in Q2 2025, closing a stake of 46 shares — an estimated $6.03K sold.

Glass Jacobson Investment Advisors first reported a position in AZN in Q4 2022 and held it in 9 quarters. The position peaked at $21K in Q3 2023. 1,223 funds tracked by Wall St. Rank hold AZN as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining AstraZeneca position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 46 AstraZeneca shares in Q2 2025, an estimated $6.03K.
Glass Jacobson Investment Advisors first reported a position in AstraZeneca in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's AstraZeneca position peaked at $21K in Q3 2023.
1,223 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.