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Grey Fox Wealth Advisors’s AstraZeneca AZN Stock Holding History

Grey Fox Wealth 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
Q4 		– Sell
-40
Closed -$6.14K – 171
2025
Q3 		$6.14K Buy
+40
New +$6.05K ﹤0.01% 458

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Grey Fox Wealth Advisors's AZN Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of AstraZeneca (AZN) in Q4 2025, closing a stake of 40 shares — an estimated $6.14K sold.

Grey Fox Wealth Advisors first reported a position in AZN in Q3 2025 and held it in 1 quarter. The position peaked at $6.14K in Q3 2025. 1,405 funds tracked by Wall St. Rank hold AZN as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining AstraZeneca position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 40 AstraZeneca shares in Q4 2025, an estimated $6.14K.
  • Grey Fox Wealth Advisors first reported a position in AstraZeneca in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's AstraZeneca position peaked at $6.14K in Q3 2025.
  • 1,405 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.