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Legacy Financial Advisors’s AstraZeneca AZN Stock Holding History

Legacy Financial 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
-6,905
Closed -$1.06M – 394
2025
Q3 		$1.06M Buy
+6,905
New +$1.05M 0.15% 118
2025
Q2 		– Sell
-5,868
Closed -$863K – 344
2025
Q1 		$863K Buy
5,868
+2,331
+66% +$337K 0.14% 117
2024
Q4 		$463K Sell
3,537
-1,370
-28% -$192K 0.08% 202
2024
Q3 		$765K Buy
4,907
+245
+5% +$39.5K 0.13% 131
2024
Q2 		$727K Buy
4,662
+301
+7% +$45.3K 0.13% 125
2024
Q1 		$591K Buy
4,361
+222
+5% +$29.4K 0.11% 160
2023
Q4 		$558K Sell
4,139
-89
-2% -$11.6K 0.11% 148
2023
Q3 		$573K Buy
4,228
+307
+8% +$41.9K 0.11% 118
2023
Q2 		$561K Buy
3,921
+137
+4% +$20.2K 0.1% 123
2023
Q1 		$525K Buy
3,784
+475
+14% +$63.9K 0.11% 122
2022
Q4 		$449K Buy
3,309
+496
+18% +$62.2K 0.1% 125
2022
Q3 		$309K Buy
2,813
+13
+0.5% +$1.65K 0.07% 157
2022
Q2 		$370K Buy
2,800
+265
+10% +$34.8K 0.09% 123
2022
Q1 		$336K Buy
2,535
+447
+21% +$53.6K 0.08% 152
2021
Q4 		$243K Sell
2,088
-430
-17% -$50.6K 0.06% 177
2021
Q3 		$302K Buy
2,518
+620
+33% +$72.2K 0.07% 121
2021
Q2 		$227K Buy
+1,898
New +$208K 0.06% 153
2019
Q2 		– Sell
-1,016
Closed -$82K – 190
2019
Q1 		$82K Hold
1,016
– – 0.03% 193
2018
Q4 		$77K Buy
1,016
+283
+39% +$22.1K 0.03% 174
2018
Q3 		$57K Hold
733
– – 0.02% 236
2018
Q2 		$54K Buy
733
+160
+28% +$11.5K 0.02% 241
2018
Q1 		$42K Hold
573
– – 0.02% 263
2017
Q4 		$39K Buy
+573
New +$38.6K 0.02% 278

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

Legacy Financial Advisors's AZN Position: Q4 2025 in Review

Legacy Financial Advisors sold out of AstraZeneca (AZN) in Q4 2025, closing a stake of 6,905 shares — an estimated $1.06M sold.

Legacy Financial Advisors first reported a position in AZN in Q4 2017 and held it in 23 quarters. The position peaked at $1.06M in Q3 2025. 1,406 funds tracked by Wall St. Rank hold AZN as of Q4 2025.

  • Legacy Financial Advisors reported no remaining AstraZeneca position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 6,905 AstraZeneca shares in Q4 2025, an estimated $1.06M.
  • Legacy Financial Advisors first reported a position in AstraZeneca in Q4 2017 and held it in 23 quarters.
  • Legacy Financial Advisors's AstraZeneca position peaked at $1.06M in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.