Long Run Wealth Advisors’s AstraZeneca AZN Stock Holding History

Long Run 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	$298K	Sell	1,620 -68	-4%	-$11.9K	0.06%	91
2025 Q3	$259K	Sell	1,688 -718	-30%	-$109K	0.05%	94
2025 Q2	$336K	Buy	2,406 +728	+43%	+$102K	0.07%	84
2025 Q1	$247K	Buy	+1,678	New	+$243K	0.06%	91
2024 Q4	–	Sell	-1,521	Closed	-$237K	–	100
2024 Q3	$237K	Buy	1,521 +2	+0.1%	+$323	0.06%	95
2024 Q2	$237K	Hold	1,519	–	–	0.06%	91
2024 Q1	$206K	Buy	1,519 +4	+0.3%	+$530	0.05%	94
2023 Q4	$204K	Hold	1,515	–	–	0.06%	91
2023 Q3	$205K	Buy	1,515 +2	+0.1%	+$273	0.07%	82
2023 Q2	$217K	Hold	1,513	–	–	0.07%	90
2023 Q1	$210K	Buy	1,513 +4	+0.3%	+$538	0.07%	91
2022 Q4	$205K	Buy	+1,509	New	+$189K	0.07%	93
2022 Q2	–	Sell	-1,506	Closed	-$200K	–	91
2022 Q1	$200K	Buy	+1,506	New	+$181K	0.07%	95

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Long Run Wealth Advisors's AZN Position: Q4 2025 in Review

Long Run Wealth Advisors reduced its AstraZeneca (AZN) stake by 4% in Q4 2025, selling an estimated $11.9K and leaving 1,620 shares worth $298K. The position accounts for 0.06% of the portfolio, ranked #91.

Long Run Wealth Advisors first reported a position in AZN in Q1 2022 and has held it in 13 quarters since. The position peaked at $336K in Q2 2025. 1,405 funds tracked by Wall St. Rank hold AZN as of Q4 2025.

Long Run Wealth Advisors held 1,620 shares of AstraZeneca worth $298K as of Q4 2025.
Long Run Wealth Advisors sold 68 AstraZeneca shares in Q4 2025, an estimated $11.9K.
AstraZeneca made up 0.06% of Long Run Wealth Advisors's portfolio in Q4 2025, its #91 holding.
Long Run Wealth Advisors first reported a position in AstraZeneca in Q1 2022 and has held it in 13 quarters since.
Long Run Wealth Advisors's AstraZeneca position peaked at $336K in Q2 2025.
1,405 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.