Koa Wealth Management’s AstraZeneca AZN Stock Holding History

Koa Wealth Management’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 Q3	–	Sell	-13,130	Closed	-$1.84M	–	58
2025 Q2	$1.84M	Sell	13,130 -497	-4%	-$69.7K	1.46%	20
2025 Q1	$2M	Sell	13,627 -1,751	-11%	-$253K	1.62%	19
2024 Q4	$2.02M	Buy	15,378 +2,539	+20%	+$355K	1.65%	19
2024 Q3	$2M	Buy	12,839 +3,349	+35%	+$541K	1.55%	21
2024 Q2	$1.48M	Sell	9,490 -133	-1%	-$20K	1.25%	26
2024 Q1	$1.3M	Buy	9,623 +3,443	+56%	+$456K	1.18%	28
2023 Q4	$832K	Buy	+6,180	New	+$803K	0.82%	31

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Koa Wealth Management's AZN Position: Q3 2025 in Review

Koa Wealth Management sold out of AstraZeneca (AZN) in Q3 2025, closing a stake of 13,130 shares — an estimated $1.84M sold.

Koa Wealth Management first reported a position in AZN in Q4 2023 and held it in 7 quarters. The position peaked at $2.02M in Q4 2024. 1,288 funds tracked by Wall St. Rank hold AZN as of Q3 2025.

Koa Wealth Management reported no remaining AstraZeneca position as of Q3 2025 after selling out during the quarter.
Koa Wealth Management sold 13,130 AstraZeneca shares in Q3 2025, an estimated $1.84M.
Koa Wealth Management first reported a position in AstraZeneca in Q4 2023 and held it in 7 quarters.
Koa Wealth Management's AstraZeneca position peaked at $2.02M in Q4 2024.
1,288 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2025.

Based on Koa Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.