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Marcum Wealth’s AstraZeneca AZN Stock Holding History

Marcum Wealth’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
Q1 		$412K Sell
2,805
-181
-6% -$26.2K 0.04% 221
2024
Q4 		$391K Sell
2,986
-743
-20% -$104K 0.03% 231
2024
Q3 		$581K Sell
3,729
-709
-16% -$114K 0.05% 172
2024
Q2 		$692K Sell
4,438
-244
-5% -$36.7K 0.07% 145
2024
Q1 		$634K Buy
4,682
+550
+13% +$72.8K 0.06% 153
2023
Q4 		$557K Sell
4,132
-275
-6% -$35.7K 0.06% 162
2023
Q3 		$597K Buy
4,407
+552
+14% +$75.4K 0.07% 145
2023
Q2 		$552K Buy
3,855
+58
+2% +$8.53K 0.06% 160
2023
Q1 		$527K Buy
3,797
+11
+0.3% +$1.48K 0.07% 167
2022
Q4 		$513K Sell
3,786
-266
-7% -$33.4K 0.07% 165
2022
Q3 		$444K Buy
4,052
+364
+10% +$46.2K 0.07% 174
2022
Q2 		$487K Buy
3,688
+22
+0.6% +$2.89K 0.07% 159
2022
Q1 		$486K Buy
3,666
+678
+23% +$81.3K 0.07% 163
2021
Q4 		$348K Sell
2,988
-604
-17% -$71.1K 0.05% 223
2021
Q3 		$431K Buy
3,592
+1,747
+95% +$203K 0.07% 176
2021
Q2 		$221K Sell
1,845
-1,880
-50% -$206K 0.04% 265
2021
Q1 		$370K Buy
3,725
+1,596
+75% +$160K 0.06% 183
2020
Q4 		$213K Buy
+2,129
New +$226K 0.05% 134

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Marcum Wealth's AZN Position: Q1 2025 in Review

Marcum Wealth reduced its AstraZeneca (AZN) stake by 6.1% in Q1 2025, selling an estimated $26.2K and leaving 2,805 shares worth $412K. The position accounts for 0.04% of the portfolio, ranked #221.

Marcum Wealth first reported a position in AZN in Q4 2020 and has held it in 18 quarters since. The position peaked at $692K in Q2 2024. 1,250 funds tracked by Wall St. Rank hold AZN as of Q1 2025.

  • Marcum Wealth held 2,805 shares of AstraZeneca worth $412K as of Q1 2025.
  • Marcum Wealth sold 181 AstraZeneca shares in Q1 2025, an estimated $26.2K.
  • AstraZeneca made up 0.04% of Marcum Wealth's portfolio in Q1 2025, its #221 holding.
  • Marcum Wealth first reported a position in AstraZeneca in Q4 2020 and has held it in 18 quarters since.
  • Marcum Wealth's AstraZeneca position peaked at $692K in Q2 2024.
  • 1,250 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.