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Lion Street Advisors’s AstraZeneca AZN Stock Holding History

Lion Street 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
-2,479
Closed -$364K – 275
2025
Q1 		$364K Sell
2,479
-410
-14% -$59.3K 0.12% 181
2024
Q4 		$379K Buy
2,889
+333
+13% +$46.6K 0.12% 174
2024
Q3 		$398K Buy
2,556
+825
+48% +$133K 0.14% 164
2024
Q2 		$270K Buy
1,731
+92
+6% +$13.8K 0.1% 210
2024
Q1 		$221K Hold
1,639
– – 0.09% 223
2023
Q4 		$221K Buy
+1,639
New +$213K 0.09% 223
2020
Q2 		– Sell
-46
Closed -$4K – 62
2020
Q1 		$4K Buy
+46
New +$4.33K 0.02% 270

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lion Street Advisors's AZN Position: Q2 2025 in Review

Lion Street Advisors sold out of AstraZeneca (AZN) in Q2 2025, closing a stake of 2,479 shares — an estimated $364K sold.

Lion Street Advisors first reported a position in AZN in Q1 2020 and held it in 7 quarters. The position peaked at $398K in Q3 2024. 1,223 funds tracked by Wall St. Rank hold AZN as of Q2 2025.

  • Lion Street Advisors reported no remaining AstraZeneca position as of Q2 2025 after selling out during the quarter.
  • Lion Street Advisors sold 2,479 AstraZeneca shares in Q2 2025, an estimated $364K.
  • Lion Street Advisors first reported a position in AstraZeneca in Q1 2020 and held it in 7 quarters.
  • Lion Street Advisors's AstraZeneca position peaked at $398K in Q3 2024.
  • 1,223 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2025.

Based on Lion Street Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.