GWN Securities’s AstraZeneca AZN Stock Holding History

GWN Securities’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	-6,512	Closed	-$865K	–	422
2025 Q1	$865K	Buy	+6,512	New	+$942K	0.05%	327

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

GWN Securities's AZN Position: Q2 2025 in Review

GWN Securities sold out of AstraZeneca (AZN) in Q2 2025, closing a stake of 6,512 shares — an estimated $865K sold.

GWN Securities first reported a position in AZN in Q1 2025 and held it in 1 quarter. The position peaked at $865K in Q1 2025. 1,222 funds tracked by Wall St. Rank hold AZN as of Q2 2025.

GWN Securities reported no remaining AstraZeneca position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 6,512 AstraZeneca shares in Q2 2025, an estimated $865K.
GWN Securities first reported a position in AstraZeneca in Q1 2025 and held it in 1 quarter.
GWN Securities's AstraZeneca position peaked at $865K in Q1 2025.
1,222 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.